FMEA

Failure Modes and Effect
Analysis (FMEA)
V3.6.0.0.0
Meridium APM Failure Modes and Effects Analysis (FMEA)
V3.6.0.0.0
Copyright © Meridium, Inc. 2014
All rights reserved. Printed in the U.S.A.
This software/documentation contains proprietary information of Meridium, Inc.; it is provided

under a license agreement containing restrictions on use and disclosure. All rights including
reproduction by photographic or electronic process and translation into other languages of this
material are fully reserved under copyright laws. Reproduction or use of this material in whole
or in part in any manner without written permission from Meridium, Inc. is strictly prohibited.
Meridium is a registered trademark of Meridium, Inc.
All trade names referenced are the service mark, trademark or registered trademark of the
respective manufacturer.
Table Of Contents
ABOUT THIS DOCUMENT ____________________________________ 1
DOCUMENTATION CONVENTIONS _____________________________ 3
BASICS _________________________________________________ 5
OVERVIEW OF FAILURE MODES AND EFFECTS ANALYSIS _____________________ 5

FMEA SYSTEM REQUIREMENTS _____________________________________ 6
DATA STRUCTURE _____________________________________________ 6
OVERVIEW OF THE FMEA DATA STRUCTURE _________________________________ 6
DATA MODEL_______________________________________________________ 7
Overview of the FMEA Data Model ___________________________________ 7
Illustrations of the FMEA Data Model _______________________________ 11
When RCM FMEA Asset Records Are NOT Linked to Equipment or
Functional Location Records ______________________________________11
When RCM FMEA Asset Records Are Linked to Equipment or Functional
Location Records ________________________________________________13
Illustration of the FMEA Data Model Integrated with Asset Criticality
Analysis ________________________________________________________15
RCM FMEA ANALYSIS STATE CONFIGURATION ______________________________ 16
Initial State ____________________________________________________ 17
Datasheet Configuration __________________________________________ 17
Reserved States and Operations ___________________________________ 17
State Configuration Roles _________________________________________ 18
ABOUT FMEA RECOMMENDATIONS _______________________________________ 18
FMEA AND THE RECORD MANAGER ______________________________________ 19
ACCESSING FMEA IN MERIDIUM ____________________________________ 21
ACCESSING THE FMEA START PAGE ______________________________________ 21
ASPECTS OF THE FMEA START PAGE _____________________________________ 21
INSTALLATION, UPGRADE, AND CONFIGURATION________________ 23
FIRST-TIME DEPLOYMENT WORKFLOW _______________________________ 23

UPGRADE WORKFLOW __________________________________________ 25
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Meridium APM FMEA V3.6.0.0.0
UPGRADE WORKFLOW _______________________________________________ 25

UPGRADING FMEA FROM V3.5.1 TO V3.6.0.0.0 ___________________________ 25
UPGRADING FMEA FROM V3.5.0 SP1 LP TO V3.6.0.0.0 _____________________ 25
INSTALLATION, UPGRADE, AND CONFIGURATION STEPS ____________________ 26
FMEA CONFIGURATION TASKS _________________________________________ 26
ASSOCIATING FMEA ANALYSES WITH A SPECIFIC SITE __________________________ 28
FMEA SECURITY GROUPS _____________________________________________ 28
FMEA ANALYSES AND EQUIPMENT/LOCATIONS ______________________________ 32
About Virtual and Physical Equipment and Locations __________________ 32
Has Recommendations Relationship ________________________________ 33
CREATING THE EVALUATION SECURITY USER ________________________________ 34
CREATING A SCHEDULED ITEM FOR EVALUATIONS _____________________________ 35
FMEA QUERIES ____________________________________________________ 39
About Queries Used by FMEA ______________________________________ 39
Accessing the FMEA Administration Page ____________________________ 40
Defining the Evaluation Query _____________________________________ 41
About the Evaluation Query _______________________________________41
Creating the Evaluation Query ____________________________________42
Example of an Evaluation Query ___________________________________44
Selecting the Evaluation Query ____________________________________46
Defining the Recommendation Review Query ________________________ 47
Defining the Template Query ______________________________________ 48
Defining the Analysis List Query ___________________________________ 49
Clearing the Current Query Selection _______________________________ 50
USER INSTRUCTIONS ______________________________________ 51
NAVIGATING FMEA ___________________________________________ 51

USING THE FMEA SITE MAP ___________________________________________ 51
NAVIGATING FMEA AS A MEMBER OF THE MI RCM VIEWER SECURITY GROUP _________ 51
CREATING A NEW FMEA ANALYSIS _________________________________ 52
WORKFLOW FOR CREATING AN FMEA ANALYSIS _____________________________ 52
STARTING A NEW FMEA ANALYSIS _______________________________________ 52
OPENING AN EXISTING FMEA ANALYSIS ______________________________ 54
OPTIONS FOR OPENING AN FMEA ANALYSIS ________________________________ 54
THE FMEA ANALYSIS LIST ____________________________________________ 54
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Table Of Contents
Accessing the FMEA Analysis List Page ______________________________ 54

Aspects of the FMEA Analysis List Page ______________________________ 55
Task Menus _____________________________________________________ 56
Analysis Tasks Menu ______________________________________________56
Common Tasks Menu _____________________________________________56
Opening an Analysis from the FMEA Analysis List _____________________ 57
THE FMEA RECENTLY USED ANALYSES PAGE _______________________________ 57
Accessing the FMEA Recently Used Analyses Page _____________________ 57
Aspects of the FMEA Recently Used Analyses Page ____________________ 58
Task Menus _____________________________________________________ 59
Analysis Tasks Menu ______________________________________________59
Common Tasks Menu _____________________________________________59
Opening a Recently Used FMEA Analysis _____________________________ 60
DELETING FMEA ANALYSES ___________________________________________ 60
FMEA EXPLORER PAGE _________________________________________ 61
ABOUT THE FMEA EXPLORER PAGE ______________________________________ 61
ABOUT ACCESSING THE FMEA EXPLORER PAGE ______________________________ 62
THE FMEA EXPLORER PANE ___________________________________________ 63
About the FMEA Explorer Pane ____________________________________ 63
Using the Shortcut Menu in the FMEA Explorer Pane___________________ 64
ABOUT THE DATASHEET AREA __________________________________________ 66
TASK MENUS ______________________________________________________ 68
Analysis Tasks Menu _____________________________________________ 68
Common Tasks Menu _____________________________________________ 69
Template Tasks Menu ____________________________________________ 71
Reports Menu ___________________________________________________ 71
Associated Pages Menu ___________________________________________ 72
FMEA ANALYSIS TEAM _________________________________________ 72
WHAT IS THE FMEA ANALYSIS TEAM? ____________________________________ 72
ACCESSING THE FMEA TEAM MEMBERS PAGE _______________________________ 73
ASPECTS OF THE FMEA TEAM MEMBERS PAGE_______________________________ 73
TASK MENUS ______________________________________________________ 74
Team Members Tasks Menu _______________________________________ 75
Common Tasks Menu _____________________________________________ 75
ADDING USERS TO THE FMEA ANALYSIS TEAM_______________________________ 76
Adding an Existing User to the FMEA Analysis Team ___________________ 76
Creating a New User to Add to the FMEA Analysis Team _______________ 77
MODIFYING INFORMATION ABOUT A TEAM MEMBER ____________________________ 78
REMOVING TEAM MEMBERS FROM THE FMEA ANALYSIS TEAM ____________________ 78
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DEFINING EQUIPMENT AND LOCATIONS IN AN FMEA ANALYSIS ________________ 79

ADDING EQUIPMENT AND LOCATIONS TO AN FMEA ANALYSIS ____________________ 79
LINKING AN RCM FMEA ASSET RECORD TO AN EQUIPMENT OR FUNCTIONAL LOCATION
RECORD _________________________________________________________ 80
VIEWING THE EQUIPMENT OR FUNCTIONAL LOCATION RECORD THAT IS LINKED TO AN RCM
FMEA ASSET RECORD _______________________________________________ 81
UNLINKING RCM FMEA ASSET RECORDS FROM EQUIPMENT OR FUNCTIONAL LOCATION
RECORDS ________________________________________________________ 82
DEFINING ANALYSIS NODES_______________________________________ 83
DEFINING FAILURE MODES_____________________________________________ 83
DEFINING FAILURE EFFECTS ___________________________________________ 84
THE DECISION LOGIC BUILDER __________________________________________ 86
DEFINING RECOMMENDATIONS __________________________________________ 88
CUTTING, COPYING, AND PASTING ANALYSIS NODES __________________________ 90
About Copying, Cutting, and Pasting Analysis Elements ________________ 90
Using the Cut Function ___________________________________________ 91
Using the Copy Function __________________________________________ 92
Using the Paste Function _________________________________________ 92
MODIFYING AN ANALYSIS NODE IN THE FMEA EXPLORER PANE ___________________ 93
DELETING AN ANALYSIS OR ANALYSIS NODE IN THE FMEA EXPLORER PANE ___________ 94
FMEA TEMPLATES ____________________________________________ 95
ABOUT FMEA TEMPLATES ____________________________________________ 95
THE FMEA TEMPLATES PAGE __________________________________________ 96
Accessing the FMEA Templates Page ________________________________ 96
Aspects of the FMEA Templates Page _______________________________ 97
Task Menus _____________________________________________________ 99
Template Tasks Menu ____________________________________________99
Common Tasks Menu ____________________________________________ 100
CREATING A NEW FMEA TEMPLATE _____________________________________ 100
Accessing the Template Builder __________________________________ 100
Using the Template Builder to Create a New FMEA Template from Scratch
_____________________________________________________________ 101
Creating an FMEA Template from an Existing FMEA Analysis ___________ 105
CREATING NEW FMEA ANALYSES OR ANALYSIS NODES FROM FMEA TEMPLATES ______ 108
Creating New FMEA Analyses from FMEA Templates __________________ 108
About Creating New FMEA Analyses from FMEA Templates ___________ 108
Creating a New Analysis from an FMEA Template Without RCM FMEA
Asset Records __________________________________________________ 108
Creating a New FMEA Analysis with RCM FMEA Asset Records _________ 109
Creating New FMEA Analysis Nodes from an FMEA Template ___________ 114
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Table Of Contents
MODIFYING EXISTING FMEA TEMPLATES __________________________________ 116

DELETING FMEA TEMPLATES _________________________________________ 117
THE FMEA TEMPLATE EXPLORER PAGE __________________________________ 117
About the FMEA Template Explorer Page ___________________________ 117
Accessing the FMEA Template Explorer Page ________________________ 118
Aspects of the FMEA Template Explorer Page _______________________ 119
The Template Explorer Pane _____________________________________ 119
About the Datasheet Area _______________________________________ 123
Task Menus ____________________________________________________ 124
Template Tasks Menu ___________________________________________ 126
<Node> Reports Menu ___________________________________________ 127
Associated Pages Menu __________________________________________ 127
THE FMEA TEAM MEMBER PAGE FOR FMEA TEMPLATES ______________________ 128
Accessing the FMEA Team Members Page for an FMEA Template _______ 128
About the FMEA Team Members Page for FMEA Templates ____________ 129
Task Menus ____________________________________________________ 129
Team Member Tasks Menu _______________________________________ 130
FMEA REPORTS_____________________________________________ 131
INTRODUCTION TO FMEA REPORTS _____________________________________ 131
RUNNING THE FMEA REPORTS ________________________________________ 132
About Running Reports in FMEA ___________________________________ 132
Running Generic FMEA Reports ___________________________________ 132
Accessing the FMEA Reports Page _________________________________ 132
Opening a Report _______________________________________________ 133
Running Reports Specific to an Analysis or Analysis Element ___________ 133
FMEA RECOMMENDATIONS ______________________________________ 134
ABOUT MANAGING FMEA RECOMMENDATIONS ______________________________ 134
MANAGING FMEA RECOMMENDATIONS VIA RECOMMENDATION MANAGEMENT ________ 134
Accessing Recommendation Management from the FMEA Explorer Page _ 134
Features of the Recommendation Management Page when Accessed from
FMEA _________________________________________________________ 135
Asset Tasks Menu _______________________________________________ 136
VIEWING MASTER RECOMMENDATIONS FROM CONSOLIDATED RECOMMENDATIONS ______ 137
SETTING UP EVALUATIONS ______________________________________ 138
ABOUT EVALUATIONS _______________________________________________ 138
TYPES OF EVALUATIONS _____________________________________________ 139
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About Analysis Evaluations _______________________________________ 139

About Equipment/Location Evaluations ____________________________ 140
About Recommendation Evaluations _______________________________ 141
DEFINING EVALUATION CRITERIA _______________________________________ 143
Date-Based Evaluations _________________________________________ 143
About Date-Based Evaluations ____________________________________ 143
Setting Up a Date-Based Evaluation _______________________________ 144
Event-Based Evaluations _________________________________________ 147
About Event-Based Evaluations ___________________________________ 147
Setting Up an Event-Based Evaluation _____________________________ 147
MODIFYING EVALUATION CRITERIA ______________________________________ 150
DISABLING RECURRING EVALUATIONS ____________________________________ 151
REFERENCE INFORMATION ________________________________ 153
CATALOG FOLDER STRUCTURE ___________________________________ 153

ABOUT THE CATALOG FOLDER STRUCTURE FOR FMEA REPORTS _________________ 153
THE BASELINE FMEA REPORTS ________________________________________ 155
FAILURE FINDING ACTIVITY _____________________________________ 157
SYSTEM CODE TABLES USED BY FMEA ______________________________ 158
URLS ___________________________________________________ 159
URL PATHS FOR FMEA FEATURES ______________________________________ 159
START PAGE URLS ________________________________________________ 160
Parameters for the Start Page URL ________________________________ 160
Examples of the Start Page URL __________________________________ 160
ADMINISTRATION PAGE URLS _________________________________________ 161
Parameters for the Administration Page URL ________________________ 161
Examples of the Administration Page URL __________________________ 161
MANAGE TASKS URLS ______________________________________________ 161
Parameters for the Manage Tasks URL _____________________________ 161
Examples of the Manage Tasks URL ________________________________ 162
ANALYSIS LIST URLS _______________________________________________ 162
Parameters for the Analysis List URL ______________________________ 162
Examples of the Analysis List URL _________________________________ 162
RECENTLY USED ANALYSES URLS ______________________________________ 162
Parameters for the Recently Used Analyses URL _____________________ 162
Examples of the Recently Used Analyses URL _______________________ 163
TEMPLATE URLS __________________________________________________ 163
Parameters for the Templates URL ________________________________ 163
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Table Of Contents
Examples of the Templates URL __________________________________ 164

REPORT URLS ____________________________________________________ 165
Parameters for the Reports URL __________________________________ 165
Examples of the Reports URL _____________________________________ 165
TEAM MEMBERS URLS ______________________________________________ 165
Parameters for the Team Members URL ____________________________ 165
Examples of the Team Members URL ______________________________ 166
EXPLORER URLS __________________________________________________ 166
Parameters for the Explorer URL __________________________________ 166
Examples of the Explorer URL ____________________________________ 167
GLOSSARY ________________________________________________ 168
ASSET _________________________________________________________ 168
FAILURE EFFECT __________________________________________________ 168
FAILURE MODE ___________________________________________________ 168
FMEA ANALYSIS __________________________________________________ 168
RECOMMENDATION _________________________________________________ 169
SAE STANDARDS __________________________________________________ 169
Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0 vii

About This Document
This file is provided so that you can easily print this section of the Meridium
APM Help system. This document is not meant to be read electronically using
the PDF. If you want to read the documentation electronically, you should use
the Help system. This file is set up to facilitate double-sided printing and
includes blank pages between sections so that each section will begin on an
odd page and will be printed on the front of the page.
Because this file represents an excerpt from the Help system, parts of this
document may seem incomplete outside of the Help system itself. When you
read the documentation via the Help system, you will see links which serve as
cross-references to other areas of the documentation. These cross-references
are not available in this document.
To access the Meridium APM Help, in the Meridium APM Framework application,
click the Help menu, and then click Meridium APM Framework Help.
Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0 1

Documentation Conventions
Throughout the documentation, we use various stylistic conventions that make
it easier to interpret information and instructions. The following table provides
a list and description of the conventions that are used throughout the Meridium
APM documentation.
Convention Description Example
Bold Identifies labels The Save As dialog box appears.

that appear on Click the Cancel button.
the screen.
In the Catalog folder
Identifies folder \\Public\Meridium\Modules\Core\Queries,
paths and file open the query Field History Records.
names when the
folder path or
file name is
included in step-
by-step
instructions.
\\ Identifies the The query is located in the following
beginning of a Catalog folder:
folder path. \\Public\Meridium\Modules\Core\Queries.
Courier New Identifies text Type root.
that you must
type.
<> Indicates that Click Expand/Collapse <Record>'s
the data inside Children, where <Record> is the ID of the
the angle selected record.
brackets is
variable.

Convention Description Example
[] Indicates that Type the following text:

the data inside <Meridium APM Catalog Path>,[Query
the square Parameters]
brackets is
...where:
optional.
 <Meridium APM Catalog Path> is
the Catalog path of the desired
query.
 [Query Prompt Value] is a value
that you want to supply for a
prompt in the query. If you do not
pass in query prompt values, you
will be prompted to supply them
when you run the query.
4 Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0

Basics
Overview of Failure Modes and Effects

Analysis
Whereas an RCM Analysis evaluates a system with respect to its function for the
purpose of determining how to avoid functional failures, a Failure Modes and
Effects Analysis (FMEA) Analysis focuses on the equipment and locations
themselves and analyzes how each piece of equipment or location can fail and
the effect of each failure. In other words, an RCM Analysis is conducted for the
purpose of maintaining the function of a system. An FMEA Analysis is conducted
for the purpose of maintaining the system itself.
Specifically, FMEA is a method of identifying the potential failures of

equipment and locations, describing the possible effect of each failure, and
making recommendations for actions that can be taken to prevent the failures
from occurring. In Meridium APM, an FMEA Analysis consists of the following
components:
 Asset: After you create the root-level FMEA Analysis record, which
serves as the base record to which all analysis nodes are linked, you can
define equipment and locations, which define what is being analyzed by
the FMEA Analysis. Each FMEA Analysis can have one or more pieces of
equipment or locations, which are stored as RCM FMEA Asset records.
An FMEA Analysis can contain "virtual" equipment and locations, which

are RCM FMEA Asset records that are not linked to Equipment or
Functional Location records, and actual equipment and locations, which
are RCM FMEA Asset records that are linked to Equipment or Functional
Location records.
 Failure Modes: After you have defined the equipment and locations for
an FMEA Analysis, you can define one or more failure modes for each
piece of equipment and location. Failure modes describe the ways in
which each piece of equipment and location failure is likely to occur and
are stored in RCM FMEA Failure Mode records.
 Failure Effects: For each failure mode, you can then define failure
effects, which describe the consequences of a failure occurring. Failure

effects might describe the safety, environmental, and economic (or

production) impact associated with a failure. In Meridium APM, you can
define a Risk Matrix that will be available in the analysis and can help
you define the effects of each failure mode.
 Recommendations: For each failure effect, one or more recommended

actions can be defined and stored in an RCM FMEA Recommendation
record. A Recommendation record defines what should be done to avoid
the risk defined by the Failure Modes and failure effects.
Recommendations can be determined, in part, using the Decision Tree
document that has been set up for use with FMEA Analyses.
In addition, for each FMEA Analysis, you can define an FMEA team, which is a
list of people who are involved in the analysis.
FMEA System Requirements

The RCM and FMEA license is required to take advantage of FMEA functionality.
In addition, your system must contain the basic Meridium APM system
architecture.
After you have installed and configured the basic system architecture, you will
need to perform some configuration tasks specifically for the FMEA module.
When the FMEA module is active, the Reliability Centered Maintenance (RCM)
modules is also active. You will also need to perform some configuration tasks
specifically for RCM.
Data Structure
Overview of the FMEA Data Structure
Within the FMEA module uses families to represent the various components of
an FMEA Analysis. Meridium APM leverages its fundamental entity and
relationship family infrastructure to store data related to an FMEA Analysis.
Each FMEA Analysis is represented at the root level by an RCM FMEA Analysis
family record. RCM Analyses use the same root analysis family. FMEA Analyses

Basics
are distinguished from RCM Analyses via the Analysis Type field in the RCM
FMEA Analysis record. The Analysis Type can be either RCM or FMEA. For an
RCM FMEA Analysis that will be used for an FMEA Analysis, the Analysis Type is
FMEA.
Note: Because both RCM and FMEA Analysis records belong to the same family,
a query on the RCM FMEA Analysis family will return results that include all
analyses of any type. To limit your results to include only one analysis type,
you will need to include the Analysis Type field in your query and define
criteria to filter on either RCM or FMEA.
For an FMEA Analysis (a record in which the Analysis Type is FMEA), the RCM
FMEA Analysis record can be linked to RCM FMEA Asset records through the Has
RCM FMEA Asset relationship. RCM FMEA Asset records can, in turn, be linked to
RCM FMEA Failure Mode records through the Has RCM FMEA Failure Mode
relationship, and so on, for all components of the analysis. Together, the root
RCM FMEA Analysis record and all the records that are linked to it, either
directly or indirectly, make up the FMEA Analysis.
Data Model
Overview of the FMEA Data Model
The following table provides a summary of the entity families and relationship
families that are used to develop an FMEA Analysis.
...Through a relationship
Records in this ...Can be linked to records definition on this
entity family: in this entity family: relationship family:
RCM FMEA Analysis RCM FMEA Asset Has RCM FMEA Asset
Has RCM FMEA Failure
RCM FMEA Asset RCM FMEA Failure Mode Mode
RCM FMEA Failure Has RCM FMEA Failure
Mode RCM FMEA Failure Effect Effect
RCM FMEA Failure Has RCM FMEA
Effect RCM FMEA Recommendation Recommendation
The following families and relationship are also used by FMEA but not within
the analysis itself.

Records in this ...Can be ...Through Purpose

entity family: linked to this
records in relationship:
this entity
family:
RCM FMEA Analysis Human Has RCM Facilitates the construction

Resource FMEA Team of the RCM Analysis Team
Member Members list. Through this
relationship, Human
Resource records are linked
directly to the RCM FMEA
Analysis record.
RCM FMEA RCM FMEA Has Tasks Allows Task records
Analysis Task generated from
Recommendation records to
be linked to the RCM FMEA
Analysis record for which the
recommendation was
created. Note that in the
current version of Meridium
APM, RCM FMEA Task records
cannot be created from RCM
FMEA Recommendation
records. Instead, RCM FMEA
Recommendation records
can be used to create Action
records in ASM. This
relationship still exists,
however, to support legacy
RCM FMEA Task records.

Basics

this entity
family:
RCM FMEA RCM FMEA Has Tasks Allows RCM FMEA
Recommendation Task Recommendation records to
be linked to RCM FMEA Task
records that are generated
from those
recommendations. Note that
in the current version of
Meridium APM, RCM FMEA
Task records cannot be
created from RCM FMEA
Recommendation records.
Instead, RCM FMEA
RCM FMEA Asset Asset Has Strategy Facilitates the promotion of
Strategy RCM FMEA Asset records to
Asset Strategy records via
Recommendation
Management. This link is
established when an RCM
FMEA Analysis is linked to a
physical or "virtual" piece of
equipment or location for
which you have defined
RCM FMEA Asset Asset Has Strategy Facilitates the promotion of
Strategy RCM FMEA Asset records to
Template Asset Strategy Template
records via Recommendation
Management. This link is
established when an RCM
FMEA Analysis is linked to a
"virtual" piece of equipment
or location for which you
have defined


this entity
family:
RCM FMEA Asset RCM FMEA Has Tasks Allows RCM FMEA Asset
Task records to be linked to RCM
FMEA Task records. This link
is established only when a
Task record is generated
from a recommendation
where the related RCM FMEA
Asset record (i.e., the RCM
FMEA Asset record that is
linked to the RCM FMEA
Analysis record) is not linked
to an Equipment or
Functional Location record.
Note that in the current
version of Meridium APM,
RCM FMEA Task records
cannot be created from RCM
FMEA Recommendation
records. Instead, RCM FMEA
RCM FMEA Asset Task Has Task Facilitates the rejection of
History History RCM FMEA Task records that
are linked to RCM FMEA
Asset records. When you
reject an RCM FMEA Task
record, a Task History record
is created and linked to the
RCM FMEA Asset record
through the Has Task History
relationship.
RCM FMEA Has RCM FMEA Facilitates the creation of
Analysis Templates Template RCM Templates.
RCM FMEA Asset Has RCM FMEA Facilitates the creation of

Templates Template RCM Templates.

Basics

this entity
family:
Failure Mode Templates Template RCM Templates.

Failure Effect Templates Template RCM Templates.

Recommendation Templates Template RCM Templates.
RCM FMEA Mitigates Risk Allows you to determine how

Recommendation Risk Assessment a recommendation mitigates
a risk.
Note also that the following families are related to the RCM FMEA Template
family through the Has Templates relationship to facilitate the creation of
FMEA Templates:
 RCM FMEA Analysis
 RCM FMEA Asset
 RCM FMEA Failure Effect
 RCM FMEA Failure Mode
 RCM FMEA Recommendation
Illustrations of the FMEA Data Model
When RCM FMEA Asset Records Are NOT Linked to Equipment or Functional Location
Records
In an FMEA Analysis, the root-level Analysis node (i.e., the RCM FMEA Analysis
record) can be linked to one or more RCM FMEA Asset records. Each RCM FMEA
Asset record can be linked to an Equipment or Functional Location record.
Alternatively, RCM FMEA Asset records can stand alone and not be linked to

Equipment or Functional Location records to represent "virtual" equipment and

locations. A given FMEA Analysis can contain both linked and unlinked RCM
FMEA Asset records.
The following image provides a diagram of the relationships that will be

created in an FMEA Analysis when an RCM FMEA Asset record is not linked to an
Equipment or Functional Location record.
Note: While Human Resource records are not depicted in this diagram, they
can be linked to the RCM FMEA Analysis record through the Has RCM FMEA
Team Member relationship.
Note the following about the preceding image:
 The RCM FMEA Asset box in the diagram represents a single RCM FMEA
Asset record within an analysis. The RCM FMEA Analysis record can be
linked to multiple RCM FMEA Asset records, each of which can optionally
be linked to an Equipment or Functional Location record.

Basics
 In this scenario, where the RCM FMEA Asset record is not linked to an
Equipment or Functional Location record, when an RCM FMEA
Recommendation record is:
 Created for the analysis, the Recommendation record is linked to

the RCM FMEA Asset record.
 Promoted to an Action record, the Action record will be linked to

a Proposed Strategy record and associated with the RCM FMEA
Asset record.
In addition to the families included in the preceding image, the following

families are used by the Decision Logic Builder in FMEA.
 Decision Tree Consequence
 Decision Tree Response
 Decision Tree Structure
Within the baseline Meridium APM family hierarchy, these families are
subfamilies of the Meridium Reference Tables family. Baseline records are
provided in each of these families to support the Decision Logic Builder
functionality.
When RCM FMEA Asset Records Are Linked to Equipment or Functional Location
Records
The following image provides a diagram of the links that will be created for an
FMEA Analysis when an RCM FMEA Asset record is linked to an Equipment or
Note: All relationships depicted in the image are part of the Meridium APM
baseline database.

Note: While Human Resource records are not depicted in this diagram, they
can be linked to the RCM FMEA Analysis record through the Has RCM FMEA
Team Member relationship.
Note the following about the preceding image:
 The RCM FMEA Asset box in the diagram represents a single RCM FMEA
Asset record within an analysis. The RCM FMEA Analysis record can be
linked to multiple RCM FMEA Asset records, each of which can optionally
be linked to an Equipment or Functional Location record.
 The Equipment or Functional Location box represents the Equipment or

Functional Location family for which the Is RCM FMEA Asset, Has
Recommendations, and Has Tasks have been defined between that
family and the specified predecessor or successor.
 In this scenario, where the RCM FMEA Asset record is linked to an

Equipment or Functional Location record:
 When an RCM FMEA Recommendation record is created for the

analysis, the Recommendation record is linked to the Equipment

Basics
or Functional Location record to which the RCM FMEA Asset record

is linked.
 When an RCM FMEA Recommendation record is promoted to an

Action record, the Action record will be linked to a Proposed
Strategy record and associated with the Equipment or Functional
Location record. For details, see the ASM Help.
In addition to the families included in the preceding image, the following

families are used by the Decision Logic Builder in FMEA:
 Decision Tree Consequence
 Decision Tree Response
 Decision Tree Structure
Within the baseline Meridium APM family hierarchy, these families are
subfamilies of the Meridium Reference Tables family. Baseline records are
provided in each of these families to support the Decision Logic Builder
functionality.
Illustration of the FMEA Data Model Integrated with Asset Criticality Analysis
FMEA Analyses can be created automatically when an Asset Criticality Analysis

System record is promoted from Asset Criticality Analysis (ACA) to FMEA. The
following illustration shows how the families in the FMEA data model are
related to the families in the ACA data model. In this illustration, the boxes
represent entity families, and the arrows represent relationship families. You
can determine the cardinality of a relationship by the direction of the arrow
(i.e., the family to which the arrow points is the successor family).

RCM FMEA Analysis State Configuration

By default, the following baseline State Configuration exists for the RCM FMEA
Analysis family.

Basics
Initial State
The Draft state is the initial state of all new RCM FMEA Analysis records.
Datasheet Configuration
By default, states and operations will appear on the datasheet when you are
viewing an RCM FMEA Analysis record in RCM, FMEA, the Record Manager, or
the Bulk Data Form.
Reserved States and Operations
By default, NO states or operations displayed in the preceding diagram are

reserved. This means that you can remove or modify any of these states or
operation. You can also add your own states and operations to the State
Configuration.

State Configuration Roles
By default, the MI RCM User State Configuration Role is assigned to all states in
the RCM FMEA Analysis State Configuration. If desired, you can assign other
State Configuration Roles to any state. In addition, for each state, the Require
a specific user to be assigned to a state check box is selected.
About FMEA Recommendations

You can manage RCM FMEA Recommendation records in an FMEA Analysis using
the following methods:
 On the FMEA Explorer page
 Via the Recommendation Management feature
Both methods use standard State Configuration functionality to control the

available states and the operations that can be used to transition
recommendations from one state to the next.
Via the FMEA Explorer page, you will have access only to non-reserved states
and operations. The available operations will be displayed on the Operations
submenu, which appears in the upper, right corner of the datasheet just as in
the Record Manager. The following diagram shows the non-reserved baseline
states that will be available on the FMEA Explorer page.

Basics
Note: This image shows the non-reserved states that are included in the State
Configuration for the RCM FMEA Recommendation family in the baseline FMEA
product. If custom non-reserved states have been added to your system, they
too will be available from the Operations menu.
If you manage recommendations via Recommendation Management, however,

you will have access to both reserved and non-reserved states.
FMEA and the Record Manager

To ensure data integrity, records that make up analyses and templates in FMEA
should be created and managed using only the tools provided in the FMEA

module. Therefore, the Meridium APM system prevents you from creating or
modifying certain records in the Record Manager.
While you view records in these families via the Record Manager, the datasheet
will be disabled and a link will be displayed above the Datasheet list, which
you can click to view in FMEA the corresponding analysis or template that
includes that record. When you do so, that record will be selected in the
explorer automatically. The text that appears for this link will vary for each
record and is displayed in the format <Record ID> (<Family Caption>), where
<Record ID> is the ID for the record and <Family Caption> is the family
caption of the family to which the record belongs. For example, the following
image shows the link that appears above the Datasheet list in the Record
Manager when you are viewing an RCM FMEA Failure Mode record.
The following list contains the families whose datasheet is disabled in the
Record Manager:
 RCM FMEA Analysis
 RCM FMEA Asset
 RCM FMEA Failure Mode
 RCM FMEA Failure Effect
 RCM FMEA Recommendation
 RCM FMEA Recommendation
 RCM FMEA Template

Basics
Accessing FMEA in Meridium

Accessing the FMEA Start Page
The FMEA Start Page serves as the starting point for all tasks related to FMEA.
The following instructions provide details on accessing the FMEA Start Page.
To access the FMEA Start Page:
 On the Meridium APM Framework main menu, click Go To, point to

Asset Strategy, and then click Failure Modes and Effects Analysis.
The FMEA Start Page appears.
Aspects of the FMEA Start Page

The FMEA Start Page displays the following links, which you can use to access
various features in FMEA:

 View Analysis List: Opens the FMEA Analysis List page, from which you
can open an existing FMEA Analysis on the FMEA Explorer page.
 Manage Templates: Displays the FMEA Templates page, where you can
view a list of FMEA Templates and use any of the templates to create a
new FMEA Analysis.
 Run Reports: Displays the FMEA Reports page, which displays the
reports that have been associated with all FMEA Analyses.
 View Recently Used Analyses: Displays the FMEA Recently Used

Analyses page, where you can open an FMEA Analysis that you accessed
recently.
 Create a New Analysis: Launches the FMEA Explorer page, where you
can create an FMEA Analysis.
 Manage Tasks: Displays the FMEA Manage Tasks page, which displays a
list of FMEA Analyses that have one or more associated Task records.
Note: This link appears only if the Show Manage Tasks on the Start
Page option is enabled on the FMEA Administration page.
 Perform Administrative Tasks: Displays the FMEA Administration page,

where you can configure administrative settings for FMEA.
Note: This link appears only if you are a Super User or a member of the
MI RCM Administrator Security Group.

Installation, Upgrade, and
Configuration
First-Time Deployment Workflow

Deploying and configuring FMEA for the first time includes completing multiple
steps, which are outlined in the table in this topic. The steps in this section of
the documentation provide all the information that you need to deploy and
configure FMEA on top of the basic Meridium APM system architecture.
Whether a step is required or optional is indicated in the Required/Optional

cell. Steps are marked as Required if you must perform the step to take
advantage of FMEA functionality.
The person responsible for completing each task may vary within your
organization. We recommend, however, that the steps be performed in
relatively the same order in which they are listed in the table.
Step Task Required/Optional Notes
This task is
necessary
only if you
store
Review the FMEA data equipment
model to determine and
which relationship location
definitions you will information
1 Optional
need to modify to in families
include your custom other than
equipment and location the baseline
families. Equipment
and
Functional
Location
families.
Define sites to
2 associate with FMEA Optional None
Analyses.

Assign Security Users to

one or more of the
3 FMEA Security Groups Required None
via the Configuration
Manager application.
Create the Evaluation
Security User via the
4 Optional None
Configuration Manager
application.
Create a scheduled
item for executing RCM
5 Optional None
event-based and date-
based evaluations.
Define the Evaluation
6 Optional None
query.
This task is
necessary
only if you
Define the do not want
7 Recommendation Optional to use the
Review query. baseline
query that
is defined
by default.
This task is
necessary
only if you
do not want
Define the Template
8 Optional to use the
query.
baseline
query that
is defined
by default.
This task is
necessary
only if you
Define the Analysis List
9 Optional do not want
query.
to use the
baseline
query.

Installation, Upgrade, and Configuration
Upgrade Workflow
Upgrade Workflow
You can upgrade to V3.6.0.0.0 using the instructions that are provided in this
section of the documentation. To access these instructions, click the starting
version from which you are upgrading:
 V3.5.1
 V3.5.0 SP1 LP
 V3.5.0
 V3.4.5
Upgrading FMEA from V3.5.1 to V3.6.0.0.0

FMEA will be upgraded from V3.5.1 to V3.6.0.0.0 automatically when you
upgrade the components in the basic Meridium APM system architecture. No
additional steps are required.
Upgrading FMEA from V3.5.0 SP1 LP to V3.6.0.0.0

FMEA will be upgraded from V3.5.0 SP1 LP to V3.6.0.0.0 automatically when
you upgrade the components in the basic Meridium APM system architecture.
No additional steps are required.

FMEA will be upgraded from V3.5.0 to V3.6.0.0.0 automatically when you
upgrade the components in the basic Meridium APM system architecture. No
additional steps are required.


The following table lists the steps that are required to upgrade and configure
FMEA for V3.6.0.0.0. These steps assume that you have completed the steps for
upgrading the basic Meridium APM system architecture.
Assign Security
Users to the MI
RCM Viewer
1 Security Group via Required None
the Configuration
Manager
application.
This System
Add values to the Code Table is
Recommended used to populate
Resource System the
2 Code Table via the Required Recommended
Configuration Resource field in
Manager RCM FMEA
application. Recommendation
records

Steps
FMEA Configuration Tasks
The following table lists the configuration tasks that an administrative user will
need to perform before other users can begin using the Failure Modes and
Effects Analysis module.

Task Required/Optional? Notes
Review the FMEA data Optional This task is necessary only if

model to determine you store equipment and
which relationship location information in families
definitions you will need other than the baseline
to modify to include your Equipment and Functional
custom equipment and Location families.
location families.
Assign Security Users to Required Users will need permissions to
one or more of the FMEA the FMEA families in order to
Security Groups. use the FMEA module.
Define sites to associate Optional None
with FMEA Analyses.
Map additional fields to Optional You need to complete this task
the RCM FMEA Asset only if you store equipment
record. and location information in
families other than the
baseline Equipment and
Functional Location families or
if you use the baseline
Equipment and Functional
Location families but want to
map fields in addition to those
that are already mapped in the
baseline product.
Create the Evaluation Required None
Security User.
Create a scheduled item Required None
for executing FMEA event-
based and date-based
evaluations.
Define the Evaluation Required None
query.
Define the Optional This task is necessary only if
Recommendation Review you do not want to use the
query. baseline query that is defined
by default.
Define the Template Optional This task is necessary only if
query. you do not want to use the
baseline query that is defined
by default.

Task Required/Optional? Notes
Define the Analysis List Required The queries in this list must be
query. defined before users can
perform evaluations and
approvals for FMEA Analyses
and before they can view FMEA
Templates.
Associating FMEA Analyses with a Specific Site

Some companies that use the Meridium APM software have facilities at multiple
sites, or locations, where each site contains unique equipment and locations. If
desired, you can define the sites in your organization and associate equipment
and locations with the site to which they belong. When you create FMEA
Analyses for those pieces of equipment and locations, you will need to select
the appropriate site on the Analysis datasheet of the FMEA Analysis.
To help streamline the analysis-creation process, after you select a site on the
Analysis datasheet, the Meridium APM system will allow you to add Equipment
and Functional Location records to the FMEA Analysis only if the pieces of
equipment and locations belong to that site.
You can also associate Risk Matrices with specific sites. If a Risk Matrix is
associated with a site and an FMEA Analysis is associated with the same site,
when you define the unmitigated risk for a failure effect, rather than seeing
the default Risk Matrix, you will see the Risk Matrix that is associated with that
site.
FMEA Security Groups

The FMEA module uses the following baseline Security Groups:
 MI RCM Administrator: The MI RCM Administrator Security Group has no

family-level privileges configured for it in the baseline Meridium APM
database. Users who are members of this group will see the
Administration link on the RCM Start Page in the Meridium APM
Framework application and will, therefore, have access to
administrative functions in FMEA. Users who do not belong to this
Security Group will not see this link and, therefore, will not be able to
access the administrative functions.

Because the MI RCM Administrator Security Group has no family-level

privileges assigned to it by default, to access features and functions in
FMEA, members of the MI RCM Administrator Security Group will also
need to be assigned to the MI RCM User or MI RCM Viewer Security
Group.
 MI RCM User: The MI RCM User Security Group has access to all features
in FMEA.
 MI RCM Viewer: The MI RCM Viewer Security Group has view-only access
to FMEA. Users belonging to the MI RCM Viewer Security Group will not
have access to features that result in the creation, update, or deletion
of records or links between records.
The following table shows the family-level privileges assigned to the MI RCM
User and RCM Viewer Security Groups.
Family Caption MI RCM User MI RCM Viewer
Entity families
Action View View
Asset Criticality Analysis System View None
Consequence Definition View View
Decision Tree Consequence View View
Decision Tree Response View View
Decision Tree Structure View View
Human Resource View, Update, Insert, View
Delete
Mitigates Risk View, Update, Insert, View
Delete
Probability Definition View View
Protection Level View View
RCM FMEA Analysis View, Update, Insert, View
Delete
RCM FMEA Asset View, Update, Insert, View
Delete
RCM Function View, Update, Insert, View
Delete

RCM Functional Failure View, Update, Insert, View

Delete
RCM FMEA Failure Mode View, Update, Insert, View
Delete
RCM FMEA Failure Effect View, Update, Insert, View
Delete
RCM FMEA Recommendation View, Update, Insert, View
Delete
RCM FMEA Template View, Update, Insert, View
Delete
RCM FMEA Task View, Update, Insert, View
Delete
Reference Documents View, Update, Insert, View
Delete
Risk Assessment View, Update, Insert, View
Delete
Risk Category View View
Risk Matrix View View
Risk Rank View, Update, Insert, View
Delete
Risk Threshold View View
Site Reference View View
Task History View, Update, Insert, View
Note: The Task History Delete
relationship family is inactive in
the baseline Meridium APM
database.
Relationship families
Has Associated View View
Recommendation
Has Consolidated View View
Recommendations
Has Driving Recommendation View View
Has RCM FMEA Team Member View, Update, Insert, View
Delete

Has RCM FMEA Analysis View, Insert, Delete None

Has RCM FMEA Asset View, Update, Insert, View
Delete
Has RCM Function View, Update, Insert, View
Delete
Has RCM Functional Failure View, Update, Insert, View
Delete
Has RCM FMEA Failure Mode View, Update, Insert, View
Delete
Has RCM FMEA Failure Effect View, Update, Insert, View
Delete
Has RCM FMEA Recommendation View, Update, Insert, View
Delete
Has Reference Values View View
Has Recommendations View, Update, Insert, View
Delete
Has Reference Documents View, Update, Insert, View
Delete
Has Risk View None
Has Risk Category View, Update, Insert, View
Delete
Has Site Reference View View
Has Superseded View View
Recommendations
Has Task History View, Update, Insert, View
Note: The Has Task History Delete
relationship family is inactive in
the baseline Meridium APM
database.
Has Tasks View, Update, Insert, View
Delete
Has Templates View, Update, Insert, View
Delete
Is Based on RCM FMEA Failure View View
Effect

Is RCM FMEA Asset View, Update, Insert, View

Delete
With these privileges, any user who is a member of the MI RCM User Security
Group will have access to ALL records involved in FMEA Analyses. In addition to
these baseline privileges, which you can grant by assigning users to the MI RCM
User Security Group, you will need to grant FMEA users permission to the
Equipment or Functional Location family if it is related to the RCM FMEA Asset
family through the Is RCM FMEA Asset relationship.
Note: You may also want to grant some users permission to modify the items in
the following Catalog folders: \\Public\Meridium\Modules\RCM.
FMEA Analyses and Equipment/Locations
About Virtual and Physical Equipment and Locations
When you define RCM FMEA Asset records for your FMEA Analyses, you have the
following options:
 You can create standalone RCM FMEA Asset records that represent
"virtual" equipment and locations (i.e., equipment and locations that do
not physically exist and are not represented by Equipment and
Functional Location records).
 You can create RCM FMEA Asset records that are linked to Equipment or
Functional Location records in your database. This option allows you to
make your RCM FMEA Asset records representative of the actual
equipment and locations in your system. This allows certain values from
the related Equipment or Functional Location record to be passed to
other records in the analysis, such as the Failure Effect and
Recommendation.
The baseline FMEA implementation includes default rules that will map the
certain values from the Equipment or Functional Location record to the fields
of the related RCM FMEA Asset record. In this way, the RCM FMEA Asset record
will store identifying information about its related Equipment or Functional
Location record. In addition, the values stored in the Asset ID field will be
available for selection when you create Failure Mode and Recommendation
records. If desired, you can modify the rules that are delivered with the

baseline FMEA implementation to map additional fields from the Equipment or

Functional Location record to the RCM FMEA Asset record.
In addition, the Meridium APM baseline database is configured with the Has
Recommendations and Has Strategy relationships, so the Meridium APM system
will link Equipment or Functional Location records to RCM FMEA
Recommendation records and to Asset Strategy records.
Has Recommendations Relationship
The Has Recommendations relationship allows Equipment or Functional

Location records that have been linked to RCM FMEA Asset records to be linked
to RCM FMEA Recommendation records. In the Meridium APM baseline
database, the following families are related to the RCM FMEA Recommendation
family through the Has Recommendations family to facilitate this workflow:
 Equipment
 Functional Location
 RCM FMEA Asset
Therefore, any RCM FMEA Asset record that is linked to an Equipment or

Functional Location record is also linked to the RCM FMEA Recommendation
record. If you are following the Meridium APM Best Practice, you will not have
to define the Has Recommendations relationship for the equipment and
locations that you have defined for RCM or FMEA. However, if you want to
define RCM FMEA Assets from any family other than the baseline Equipment or
Functional Location families, you will have to create a relationship definition
to link those records to RCM FMEA Recommendation records through the Has
Recommendations relationship family.
Note: If you define the Has Recommendations relationship for any families
other than the baseline Equipment and Functional Location families, be sure to
use the Has Recommendations family and not the Has RCM FMEA
Recommendations family, which is reserved for linking RCM FMEA Failure Effect
records to RCM FMEA Recommendation records within FMEA Analyses.
When you create an RCM FMEA Failure Mode record for an RCM Analysis, the
value in the Related Asset ID field will indicate the ID of the related RCM FMEA
Asset record. For RCM Analyses, the Related Asset ID must be selected
manually. If the RCM FMEA Asset record is linked to an Equipment or Functional

Location record, the Asset ID comes from the Equipment or Functional Location
record.
When you create RCM FMEA Failure Effect records for that Failure Mode and
then create RCM FMEA Recommendation records for those Failure Effects, the
Meridium APM system will pass to the Recommendations the Related Asset ID
from the associated RCM FMEA Failure Mode record.
 If the RCM FMEA Asset record is not linked to an Equipment or Functional

Location record, the RCM FMEA Recommendation record will be linked to
the RCM FMEA Asset record.
 If the RCM FMEA Asset record IS linked to an Equipment or Functional

Location record, the RCM FMEA Recommendation record will be linked to
the Equipment or Functional Location record.
Creating the Evaluation Security User

When you set up an evaluation for an FMEA Recommendation, the Meridium
APM system will create a scheduled item for that evaluation and store it in the
Meridium APM Schedule Manager. The scheduled item will be executed
according to the schedule that is set up for the evaluation. As with other
actions that you perform in the Meridium APM system, the execution of the
scheduled item requires user authentication. Therefore, to execute scheduled
evaluations, you must set up a Security User for that purpose.
When the scheduled item for an evaluation is executed, three things happen:
 If it is an event-based evaluation, the Meridium APM system runs the

Evaluation Query. Therefore, the Evaluation User must have whatever
privileges are necessary to execute the Evaluation Query that you
create. The specific privileges that are required will vary, depending on
which families are queried by the Evaluation Query.
 The Meridium APM system updates the associated Recommendation

record with the execution date. Therefore, the Evaluation User must
have View and Update privileges on the RCM FMEA Recommendation
family.
 The Meridium APM system sends the evaluation email message to the
appropriate email address. This action requires no special privileges.

Therefore, to set up evaluations, you must set up a Meridium APM Security User
that has the privileges described above.
Creating a Scheduled Item for Evaluations

In FMEA, you can define criteria for evaluating the whole analysis or parts of
the analysis in the future. The evaluation feature allows you to be notified, or
to notify someone else, when certain conditions are met.
To enable this functionality, you will need to create a scheduled item in the
Meridium APM Schedule Manager to evaluate any date-based criteria and run
the Evaluation query that is used by any event-based criteria to determine
whether or not the criteria have been met. When the scheduled item is
executed:
 For any date-based evaluations that have been configured, an email

message will be sent for each item whose dates indicates that it is due
for evaluation.
 For any event-based evaluations that have been configured, an email

message will be sent only if the count and cost returned by the
Evaluation query are greater than the count and cost defined in the
event-based evaluation criteria.
To create a scheduled item for Evaluations:
1. Launch the Meridium APM Schedule Manager application and log in.
2. At the bottom of the Meridium APM Scheduler - Scheduled Items

window, click the Add New link.
The Choose a Meridium Assembly dialog box appears.
3. Open the Meridium.RCM.dll file.
The Choose an Object Type dialog box appears.

4. Select the object type Meridium.RCM.Client.RCMEvaluation, and click

OK.
The Schedule RCM Evaluation window appears, and the Task tab is
displayed by default.

5. On the Task tab, define a schedule that will execute the scheduled item
on a recurring basis. The frequency by which you want to execute the
scheduled item is up to you.
6. Click the User tab.
The User tab appears.

7. In the User ID and Password text boxes, enter the Meridium APM
username and password for a user who has at least:
 The privileges that are necessary to execute the Evaluation

Query. The specific privileges that are required will vary,
depending on which families are included in the Evaluation Query.
 View and Update privileges to the RCM FMEA Recommendation

family.
 View and Update privileges to the RCM FMEA Asset family.
 View and Update privileges to the RCM FMEA Analysis family.
8. Click OK.

The scheduled item is created and a new row appears in the Scheduled
Items grid.
FMEA Queries
About Queries Used by FMEA
FMEA relies on queries to perform certain functions. For example, when you
access the FMEA Analysis List page, the Meridium APM system runs the Analysis
List query and returns a list of analyses that meet the query criteria. From the
list of analyses, you can open an analysis in the FMEA Explorer.
Except in the case of the Evaluation query, which you must create manually,
when a query is required to enable certain functionality, the baseline FMEA
product contains a default query for you to use. The default query will be used
automatically unless you choose to use a different query.
You can use the default query exactly as it is shipped, or you can modify it to
meet your specific needs. As long as you do not rename the query or move it to
a different location in the Catalog, it will be used automatically in FMEA. If you
do change the name of the query or move it to a different location, you will
need to modify the appropriate Administrative setting to point to your custom
query.
The following table provides a list and description of the queries that are
provided for use within FMEA. Each of these queries is stored in the folder
\\Public\Meridium\Modules\FMEA in the Catalog. In addition to the queries
listed in the table, FMEA also uses the Evaluation query, which must be created
manually and then selected on the FMEA Administration page.

Query Description Name of Default

Query in the Catalog
Recommendation Used for reviewing Review

Review query recommendations and promoting Recommendations
them to actions.
Template query Used for generating the list of Template List
available templates when you load
templates for creating new
analyses or analysis nodes.
Analysis List query Used for generating the list of Enterprise Analysis
analyses that appears on the FMEA List
Analysis List page.
Note that a copy of each baseline query is also stored in the folder
\\Baseline\Meridium\Modules\FMEA. The items in the Baseline folder cannot be
modified, so this folder serves as a permanent record of the content that is
delivered with the baseline Meridium APM product. While a copy of each query
is stored in the Baseline folder, the Meridium APM system reads the query from
the folder \\Public\Meridium\Modules\FMEA, so you can customize the baseline
functionality by modifying the query in the folder
\\Public\Meridium\Modules\FMEA.
The Baseline folder will be updated with any changes made to the baseline
content in future releases. If you modify an item in the folder
\\Public\Meridium\Modules\FMEA and later decide that you want to revert to
the baseline functionality, you can recover the baseline query from the folder
\\Baseline\Meridium\Modules\FMEA.
Accessing the FMEA Administration Page
Note: To access administrative features in FMEA, you must be a Super User or a

member of the MI RCM Administrator Security Group.
To access the FMEA Administration page:
 On the FMEA Start Page, click the Perform Administrative Tasks link.
The FMEA Administration page appears.

The FMEA Administration page displays all the administrative settings that
must be defined for FMEA to work properly. A read-only value in the field
associated with a setting indicates that the setting is already defined. For new
installations the Template Query and Analysis List Query are defined
automatically. The other settings must be defined manually. In addition, you
can modify the value for any setting that is already defined, including the ones
that are defined automatically in the baseline FMEA product.
Note: The FMEA Administration page also contains the Show Manage Tasks on
the Start Page check box. You should not select this check box. If you do, the
Manage Tasks link will appear on the FMEA Start Page. This link provides
access to a feature that does not work properly.
Defining the Evaluation Query
About the Evaluation Query
For each FMEA Analysis, you can configure date-based and event-based
evaluations. A date-based evaluation relies entirely upon the date and time to
determine when an evaluation email message should be sent. An event-based
evaluation, on the other hand, relies upon failure data to determine when an
evaluation email message should be sent.

When you set up an event-based evaluation, you will use the Event-Based
Evaluation dialog box to define criteria for sending the evaluation email
message.
Note that you can set up the evaluation to be based on failure count, failure
cost, and date. This means that to configure effective event-based evaluations,
you must define an Evaluation query that determines the following for a given
piece of equipment or location:
 The number of failures that have occurred for the piece of equipment or
location since a given date.
 The total cost of the failures that have occurred for the piece of
equipment or location since a given date.
Each day after the specified start date, the Meridium APM system will run the
Evaluation query for the associated Equipment or Functional Location record.
When the record meets the failure count and/or cost criteria, the Meridium
APM system will send an evaluation email message to the email address
specified in the Notify field.
Creating the Evaluation Query
The specific families included in your Evaluation query will vary, depending on
your data model. Regardless of your data structure, however, your query must
follow the guidelines provided here.
It must contain two columns of output:
 Count, which returns a numeric value representing the total number of

failures for a given piece of equipment or location. The alias for this
column must be exactly Count.
 Cost, which returns a numeric value representing the total cost of

failures for a given piece of equipment or location and failure mode. The
alias for this column must be exactly Cost.
The query must contain three prompts in the following order:
 ID: Accepts the Record ID (i.e., the value in the ENTY_ID field) of the
record representing the piece of equipment or location. Note that the
record can be either an RCM FMEA Asset record itself or a related
Equipment or Functional Location record, depending on whether or not

the RCM FMEA Asset record has been linked to an Equipment or

Note: In the baseline FMEA implementation, the value in the ENTY_ID

field from the RCM FMEA Asset or an Equipment or Functional Location
record is passed to the RCM FMEA Failure Mode record and to subsequent
RCM FMEA Recommendation records. If you are setting up an event-
based evaluation at the recommendation level and you have modified
your business rules to pass a different value to the RCM FMEA Failure
Mode record and the Recommendation record, then you will need to set
up the Evaluation query appropriately.
 Failure Mode: Accepts the value in the Failure Mode Name field in the
Failure Mode record that is linked to either the Recommendation record
(if you are setting an evaluation at the recommendation level) or the
RCM FMEA Asset record (if you are setting up an evaluation at the
equipment/location level). When the Meridium APM system runs the
Evaluation query, it will extract the value from the Failure Mode Name
field in the Failure Mode record and pass it in as the value for this
prompt.
Note: The Failure Mode parameter expression should include the

operator like instead of is equal to (=).
 Date: Accepts the date defined in the evaluation item. When you create
an event-based evaluation, you specify a date after which you want to
start counting failures and failure cost. For example, you might specify
to be notified when a given piece of equipment has five failures,
beginning 1/1/2005. In this case, the date 1/1/2005 will be passed to
the Evaluation query. If the specified piece of equipment has had five
failures since that date, then the evaluation email message will be sent.
Note: The Asset ID, Failure Mode, and Date fields should not be included
in the output.
The specific tables that you query will vary, depending on your data model. For
example, you might query the Equipment family to retrieve the Asset ID and
the Work Order family to retrieve the failure data, where the Equipment and
Work Order families are related through the Asset Has Maintenance
relationship.
Whatever families you query, be sure that the table from which you retrieve
the failure mode should contain the same values that will be stored in the
Failure Mode Name field in RCM FMEA Failure Mode records. In the baseline

FMEA implementation, the Failure Mode Name field in RCM FMEA Failure Mode
records is simply a character field that will accept any character string.
Because values will be passed from this field to the Evaluation query, however,
it is important that the values stored in the Failure Mode Name field match the
failure modes that are stored in the records that are queried by the Evaluation
query. How you choose to do this is up to you.
For example, you might modify the Failure Mode Name field in the RCM FMEA
Failure Mode family to provide a restricted list of values or to use System
Codes. Then, you might apply the same rules to the Failure Mode field of the
family that is used by the Evaluation query. Just keep in mind that whatever is
stored in the RCM FMEA Failure Mode Name field will be passed to the Failure
Mode prompt in the Evaluation query. If the values passed to the Evaluation
query are different from the values stored in failure data table used by the
query, the query will not return the data need to trigger an event-based
evaluation.
Example of an Evaluation Query
Note: The following example is meant to serve as a guideline for creating an

Evaluation query. The specific families that you query and fields that you
include will vary, depending on your data model.
Suppose that you want to create event-based evaluations for equipment that
belongs to an FMEA Analysis. The following image shows the design grid for an
example of an Evaluation query.
When you run the query manually, the Enter parameter values dialog box will
look like the following image.

This means that when the Meridium APM system runs the query automatically
according to the schedule set up in the Schedule Manager, the following values
will be passed in for the prompts:
 The Record ID of the Equipment record.
 The value in the Failure Mode Name field in the Failure Mode record that
is linked to the RCM FMEA Asset record to which the Equipment record is
linked.
 The date specified as the Starting from date in the evaluation criteria.
After the appropriate values have been passed in for the prompts, the query
would return results similar to those shown in the following image.
In this particular case, the results show the failure count and failure cost:
 For failures of the specified type, as determined by the specified failure

mode.

 That occurred for the piece of equipment or location identified by the

specified Record ID.
 Since the date specified by the Starting from date in the evaluation
criteria.
These results will be examined by the Meridium APM system and compared to
the failure count and cost thresholds defined for the evaluation. If the
necessary criteria have been met (i.e., if the failure count and/or cost
returned by the query exceed the values defined for the evaluation), the
Meridium APM system will send an evaluation email message to the appropriate
person. If the criteria have not been met, the email message will not be sent.
Selecting the Evaluation Query
After you have created the Evaluation query and saved it in the Catalog, you
must define that query in the FMEA Administrative settings.
To define the Evaluation query:
1. Access the FMEA Administration page.
2. To the right of the Evaluation Query text box, click the Browse button.
The Evaluation Query dialog box appears.
The hierarchy in the left pane represents the Catalog folder structure.
3. In the hierarchy on the left, navigate to and select the folder containing
the query that you want to use as the Evaluation query.
4. In the pane on the right, select the query that you want to use as the
Evaluation query.
5. Click OK.
The Evaluation Query text box is populated with the path to the query
that you selected.

Defining the Recommendation Review Query
The Recommendation Review query is used for building the list of

recommendations that appears in the pane on the left of the FMEA Review
Recommendations page. The Recommendation Review query should retrieve a
list of FMEA FMEA Recommendation records that are linked to a given FMEA
Analysis.
The baseline FMEA product contains a default Recommendation Review query

called Review Recommendations, which is stored in the folder
\\Public\Meridium\Modules\FMEA. This query will be used automatically by
FMEA. If you prefer to create your own query and use it instead, you will need
to select that query via the FMEA administrative settings.
Note: If necessary, you can customize the default query without having to
modify the administrative settings. As long as you do not change the query
name or location, the Meridium APM system will use the default query
automatically even if you change the content.
The following instructions provide details on selecting the FMEA Review

Recommendations query. Note that you need to perform this procedure only if
you choose to use a query other than the one that is delivered.
To define the Recommendation Review query:
2. To the right of the Recommendation Review query text box, click the
Browse button.
The Recommendation Review Query dialog box appears.
the query that you want to use as the Recommendation Review query.
Recommendation Review query.
5. Click OK.

The Recommendation Review query text box is populated with the

path to the query that you selected.
Defining the Template Query
The Template query is used by FMEA to load FMEA Analysis Templates. The
baseline FMEA product contains a default Template query called Template List,
which is stored in the folder \\Public\Meridium\Modules\FMEA. This query is run
automatically when you access the FMEA Templates page.
The Template List query uses a parameter that displays results based on
Template Type. The Template Type that the query uses will depend on how
you access the FMEA Templates page. For instance, when you access the FMEA
Templates page from the FMEA Start Page, the default parameter is Analysis.
However, if you access the FMEA Templates page via the FMEA Template
Explorer page, the root node in the tree determines which Template Type the
query uses as the parameter. For example, if you are working with an FMEA
Template with the Template Type Function, when you access the FMEA
Templates page, the query will search and results for all FMEA templates
created at the Function level.
If you prefer to create your own query and use it instead, you will need to
select that query via the FMEA administrative settings.
name or location, FMEA will use the default query automatically even if you
change the content.
The following instructions provide details on selecting the Template query.

Note that you need to perform this procedure only if you choose to use a query
other than the one that is delivered.
To define the Template query:
2. To the right of the Template Query text box, click the Browse button.
The Template Query dialog box appears.

the query that you want to use as the Template query.
Template query.
5. Click OK.
The Template Query text box is populated with the path to the query
that you selected.
Defining the Analysis List Query
The Analysis List query is used by the system to generate a list of analyses that
appears on the FMEA Analysis List page. The baseline FMEA product contains a
default Analysis List query called Enterprise Analysis List, which is stored in the
folder \\Public\Meridium\Modules\FMEA. This query will be used automatically
by FMEA. If you prefer to create your own query and use it instead, you will
need to select that query via the FMEA administrative settings.
name or location, FMEA will use the default query automatically even if you
change the content.
The following instructions provide details on selecting the FMEA Analysis List
query. Note that you need to perform this procedure only if you choose to use
a query other than the one that is delivered.
To define the Analysis List query:
2. To the right of the Analysis List Query text box, click the Browse
button.
The Analysis List Query dialog box appears.

the query that you want to use as the Analysis List query.
Analysis List query.
5. Click OK.
The Analysis List Query text box is populated with the path to the
query that you selected.
Clearing the Current Query Selection
After you have selected the Evaluation, Recommendation Review, Template, or

Analysis List query, the query path appears in the text box on the FMEA
Administration page. The text is read-only, so to modify the query selection,
you must use the procedure that you used to select the original query. If, on
the other hand, you want to delete the current query selection so that NO
query is selected, use the following instructions.
To delete the current FMEA query selection:
2. To the right of the text box for the query that you want to clear, click
the Browse button.
The appropriate query selection dialog box appears, depending on which

Browse button you clicked.
3. In the Catalog hierarchy on the left, select any folder.
The pane on the right will display any queries that are stored in that
folder. Do not select a query.
4. Click OK.
The query path that was previously displayed in the text box is deleted.

User Instructions
Navigating FMEA
Using the FMEA Site Map
The Site Map in FMEA allows you navigate from the current page to the FMEA
Start Page by clicking the FMEA link in the Site Map. The Site Map appears at
the top of the workspace on every page within FMEA. The page that you are
currently viewing appears as a hyperlink in the Site Map after the delimiter >.
The following image shows an example of the Site Map in RCM as it appears on
the FMEA Recently Used Analyses page. A red outline has been added to the
image to highlight the Site Map.
Navigating FMEA as a Member of the MI RCM Viewer

Security Group
Unlink members of the RCM User Security Group, who have access to ALL
features in the FMEA module, members of the MI RCM Viewer Security Group
will have view-only access to FMEA. In other words, members of the MI RCM
Viewer Security Group cannot create, modify, or delete records or links
between records. These users can, however, view the contents of analyses.
When you are logged in as a member of this Security Group, options that would
result in the creation, update, or deletion of records or links between records
will be disabled, including datasheets. In other words, if you do not have
privileges to perform the action, the associated option will be disabled.

For example, when you are viewing an analysis on the FMEA Explorer page, the
RCM FMEA Analysis datasheet will be disabled. In addition, links like the Link to
Asset link on the Common Tasks menu will be disabled. While links like the
Manage Team link on the Analysis Tasks menu will remain enabled and provide
access to the FMEA Team Members page.
Throughout this documentation, we assume that you are familiar with the
privileges associated with the Security Group to which you belong. The
documentation does not specify how options in the FMEA module behave based
upon your security privileges.
Creating a New FMEA Analysis

Workflow for Creating an FMEA Analysis
In Meridium APM, conducting an FMEA Analysis consists of:
1. Creating the root-level analysis record, which stores identifying

information about the analysis itself.
2. Creating the analysis team.
3. Linking RCM FMEA Assets to the analysis record to define what is being
analyzed.
4. For each piece of equipment or location, identifying the potential failure

modes.
5. For each failure mode, identifying the possible failure effects.
6. For each failure effect, defining one or more recommendations.
Starting a New FMEA Analysis

The following instructions provide details on creating a new analysis from
scratch. Note that you can also create a new RCM analysis using the following
methods:

User Instructions
 Load an FMEA Template.
 Promote an Asset Criticality Analysis System record from Asset Criticality

Analysis (ACA) to FMEA.
The following instructions provide details on creating a new FMEA Analysis from
the FMEA Start Page. You can also create a new FMEA Analysis using the
Create Analysis link that appears on the Analysis Tasks menus throughout
FMEA.
To create a new analysis from scratch:
1. On the FMEA Start Page, click the Create a New Analysis link.
The FMEA Explorer page appears, displaying a new analysis.
2. In the Analysis datasheet, enter the desired analysis information. Note

that the default Analysis datasheet contains two tabs:
 Analysis Identification: Stores identifying information, such as

the analysis ID and description. Note that the Analysis ID and
Analysis Type cells are populated automatically and cannot be
modified. The Analysis Short Description cell is also populated
with a default value but can be modified if needed.
 System Information: Stores information about the system that is

being analyzed. The System Definition tab also contains the Site
Reference field, where you can select the site to which this
analysis belongs. The list contains the Record ID of all Site
Reference records that exist in the database.
Note: After an FMEA Analysis contains an Equipment or Functional

Location record that is linked to a Site Reference record, the Site
Reference field is disabled.
3. Click the Save button , which appears above the datasheet.
The new RCM FMEA Analysis record is saved to the database in the Draft
state. After you have saved the analysis, the task menu options become
enabled so that you can perform additional tasks associated with the
analysis.

Opening an Existing FMEA Analysis

Options for Opening an FMEA Analysis
You have several options for opening existing FMEA Analyses. Your choice of
where and how to open an analysis will depend primarily on your personal
preference. You can open an analysis from:
 The FMEA Analysis List page.
 The FMEA Recently Used Analyses page.
The FMEA Analysis List
Accessing the FMEA Analysis List Page
From the FMEA Analysis List page, you can run the query that has been set up
for the purpose of retrieving a list of existing FMEA Analyses and then, from the
list of analyses, open an analysis.
To access the FMEA Analysis List page:
 On the FMEA Start Page, click the View Analysis List link.
The FMEA Analysis List page appears.

User Instructions
Aspects of the FMEA Analysis List Page
The main display area of the FMEA Analysis List page contains a grid that
displays a list of analyses retrieved by the Analysis List query. If the Analysis
List query contains one or more prompts, those prompts will appear in fields
above the grid, along with a Run Query button. You can select a value for each
prompt and then click the Run Query button to retrieve results based on your
selections.
Note: The default Enterprise Analysis List query does not contain any
prompts. Prompts will appear above the grid only if a custom query has been
configured by an administrative user.
The specific columns that appear in the grid will vary, depending on how the
query has been configured. If the query has been properly configured, the grid
will display the Analysis Short Description column, which will contain a
hyperlinked description of the analysis. You can click any link to open the
associated analysis.
The FMEA Analysis List page contains the following task menus: Analysis Tasks
and Common Tasks.

Task Menus
Analysis Tasks Menu
The Analysis Tasks menu on the FMEA Analysis List page contains the
following links:
 Create Analysis: Opens the FMEA Explorer page, displaying a new FMEA
Analysis.
 Open in Explorer: Opens the selected FMEA Analysis on the FMEA

Explorer page. This link is disabled if more than one FMEA Analysis
record is selected in the grid.
 Delete Analysis: After asking for confirmation, deletes the analysis that
is currently selected. Note that deleting an analysis from the FMEA
Analysis List page will delete the RCM FMEA Analysis record and all the
records to which it is linked (i.e., all the analysis elements).
Common Tasks Menu
The Common Tasks menu on the FMEA Analysis List page contains the
following links:
 Print: Displays the Preview window, from which you can select various
print options and print the list of analyses.

User Instructions
 Send To: Displays a submenu with options that let you provide a link to
the current page on your desktop (create shortcut), in an email
message, or on a Home Page.
 Help: Displays the context-sensitive Help topic for the FMEA Analysis
List page.
Opening an Analysis from the FMEA Analysis List
To open an analysis from the Analysis List:
 In the Analysis Short Description column, click the link for the analysis
that you want to open.
-or-
Select the row containing the analysis that you want to open, and on the
Analysis Tasks menu, click the Open in Explorer link.
-or-
Right-click any analysis in the list, and then click Open in explorer.
The selected analysis appears on the FMEA Explorer page.
The FMEA Recently Used Analyses Page
Accessing the FMEA Recently Used Analyses Page
To access the FMEA Recently Used Analyses page:
 On the FMEA Start Page, click the View Recently Used Analyses link.
The FMEA Recently Used Analyses page appears, displaying a list of

FMEA Analyses that you have viewed most recently.

Aspects of the FMEA Recently Used Analyses Page
The FMEA Recently Used Analyses page displays a list of the last four analyses
that you accessed. By default, the grid contains the following columns:
 Id: The value stored in the Analysis ID field in the corresponding record.
This value appears as a hyperlink, which you can click to open the
analysis.
 Description: The value stored in the Analysis Short Description field in

the corresponding record.
 Last Updated Date: The date on which the corresponding record was
last updated.
 Last Updated By: The user name of the user who was logged in when
the record was last updated.
You can customize the default grid display, if desired. If you have not yet
viewed any analyses, a There are no recently viewed links available link will
appear in place of the grid. You can click the link to return to the FMEA Start
Page.

User Instructions
The FMEA Recently Used Analyses page contains two task menus: Analysis
Tasks and Common Tasks.
Task Menus
Analysis Tasks Menu
The Analysis Tasks menu on the FMEA Recently Used Analyses page contains
the following links:
Analysis.
 Open in Explorer: Opens the selected FMEA Analysis on the FMEA

Explorer page. This link is disabled if more than one FMEA Analysis
record is selected in the grid.
 Delete Analysis: After asking for confirmation, deletes the analysis that
is currently selected. Note that deleting an analysis from the FMEA
Recently Used Analyses page will delete the RCM FMEA Analysis record
and all the records to which it is linked (i.e., all the analysis elements).
 View Analysis List: Displays the FMEA Analysis List page, which displays
a list of all the FMEA Analyses that exist.
Common Tasks Menu
The Common Tasks menu on the FMEA Recently Used Analyses page contains
 Print: Displays the Preview window, from which you can select various
print options and print the list of analyses.

 Help: Displays the context-sensitive Help topic for the FMEA Recently
Used Analyses page.
Opening a Recently Used FMEA Analysis
To open an analysis on the FMEA Explorer page:
 In the Id column, click the hyperlinked ID of the analysis that you want
to open.
-or-
Select the row containing the analysis that you want to open, and on the
Analysis Tasks menu, click the Open in Explorer link.
-or-
Right-click any analysis in the list, and then click Load selected analysis
into eplorer.
The selected analysis appears on the FMEA Explorer page.
Deleting FMEA Analyses

The following instructions provide details on deleting an RCM Analysis record
via the FMEA Analysis List page. You can also delete an RCM Analysis record,
however, using the shortcut menu in the FMEA Explorer pane.
When you delete an FMEA Analysis record, you are also deleting all the records
that are linked to that record that make up the FMEA Analysis.
To delete an FMEA Analysis record:
1. Access the FMEA Analysis List page.

User Instructions
2. Select the row(s) containing the RCM Analysis record(s) that you want to
delete.
3. On the Analysis Tasks menu, click the Delete Analysis link.
A confirmation message appears, asking if you really want to delete the

selected analysis or analyses (if you selected multiple rows).
4. Click OK.
The selected record(s) is deleted.
FMEA Explorer Page

About the FMEA Explorer Page
An FMEA Analysis can include RCM FMEA Asset, Failure Mode, Failure Effect,
and Recommendation records. In Meridium APM, each FMEA Analysis is defined
at the root level in a record that belongs to the RCM FMEA Analysis family.
Other components of the analysis, such as failure modes and failure effects,
are defined in records that are linked either directly or indirectly to the root
RCM FMEA Analysis record, according to the families and relationships
definitions outlined in the FMEA data model.
Because each FMEA Analysis is represented by multiple, linked records,

managing FMEA Analyses involves managing these various records, both as a
group and individually. Meridium APM provides the FMEA Explorer page to
facilitate working with these linked records. The layout of the FMEA Explorer
page is similar to that of the Record Manager, where it is divided into three
main areas:
 The following task menus:
 Analysis Tasks
 Common Tasks
 Template Tasks

 Reports
 Associated Pages
 The FMEA Explorer pane, which displays the hierarchy of records

involved in the FMEA Analysis.
 The datasheet area, which displays the information stored in the record
for the selected node.
Note that throughout our discussion of the FMEA Explorer page, we assume
that you are familiar with the basic concepts and navigational features of the
Record Manager. We limit our discussion primarily to features that are specific
to the FMEA Explorer page and that deviate from the standard functionality of
the Record Manager.
Note: We recommend that you not work with FMEA Analyses in the Record
Manager, except to view Equipment or Functional Location records that are
linked to RCM FMEA Asset records. Instead, you should work with RCM Analyses
on the FMEA Explorer page.
About Accessing the FMEA Explorer Page

You can access the FMEA Explorer page in various ways, depending on the task
that you want to perform:
 You can access it to create a new FMEA Analysis from scratch.
 You can open an existing analysis from the FMEA Analysis List page.
 You can open an existing analysis from the FMEA Recently Used
Analyses page.
 You can access it and load an analysis template to use to create a new
analysis.

User Instructions
The FMEA Explorer Pane
About the FMEA Explorer Pane
When you open an FMEA Analysis on the FMEA Explorer page, the RCM FMEA
Analysis family appears at the root level in the FMEA Explorer pane. Below the
root record, arranged in a hierarchical view, the FMEA Explorer pane displays
the other components of the analysis. When you first open an FMEA Analysis,
only Asset nodes will be displayed in the FMEA Explorer pane, provided that
one or more RCM FMEA Asset records have been linked to the root RCM FMEA
Analysis record. The following image displays an example of the RCM Explorer
pane.
You can click the plus sign (+) to the left of the any RCM FMEA Asset node to
expand it and view the associated Failure Mode records. You can expand any
Failure Mode node to view the associated Failure Effect records. You can
continue expanding the tree to view all the components involved in the
analysis. Components are linked to one another according to the relationships
defined in the FMEA data model. The following image shows an example of a
fully expanded branch of the tree. Notice that each analysis node has its own
icon to help you identify it in the tree.

Hint: You can also right-click any branch of the tree and then click Hide
Children or Show Children, as appropriate, to expand or collapse that branch.
Selecting a node in the tree will cause the datasheet for that record to appear
in the datasheet area of the FMEA Explorer page.
Note that unlike the standard Record Explorer pane, which displays all the
records in the record hierarchy that are linked to the root record through any
relationship, the FMEA Explorer pane displays only the records belonging to
the families that make up the FMEA Analysis components, according to the
FMEA data model. Therefore, you will see only the records that make up a
given FMEA Analysis.
Using the Shortcut Menu in the FMEA Explorer Pane
If you right-click a node in the FMEA Explorer pane, a shortcut menu will
appear, displaying options associated with the FMEA Analysis and its
components. The specific options that are available on the menu will vary,
depending on which analysis node you select. The following image shows the
options that appear on the shortcut menu when you right-click a Failure Mode
node.
The following options are available on the shortcut menu in the FMEA Explorer
pane:
 Save: Saves any changes that you have made to the currently selected
record (i.e., the record whose datasheet is displayed on the right side of
the page).

User Instructions
 Save as Template: Displays the <Node ID> (new RCM FMEA Template)
window, where <Node ID> is the ID of the node that is currently
selected in the tree, where you can save the current analysis node(s) as
an analysis template.
 Load Template: Displays the Templates window, which displays a list of

Templates that you can use for adding a new node to the selected
Analysis node. The list of Templates displayed in the window is
appropriate to the type of node that is currently selected.
 Cut: Copies the currently selected node and all its nodes and then
deletes the records from the database. A temporary copy of the records
is saved so that you link them to a different record using the Paste
function. For example, you can cut a Failure Mode node from one RCM
FMEA Asset node and then paste it to a different RCM FMEA Asset node.
 Copy: Copies the selected record but does not remove it from the
analysis tree. After you have copied a record, the Paste option will
appear on the shortcut menu so that you can paste the record in a
different location in the analysis. Note that if the selected analysis
component has children, a prompt appears, asking if you want to copy
just the selected record or the selected record and all its child records.
 Delete: Deletes the selected record from the analysis and from the
database. When you use this option, a prompt appears, asking if you
want to delete the selected component only or the selected component
and all its subcomponents.
 If you choose to delete the selected component and all its

children, the Meridium APM system will delete all the records
from the analysis and from the database.
 If you choose to delete the selected component and not the

children, the Meridium APM system will delete the selected record
from the database and will remove any subcomponents from the
analysis. The children will not, however, be deleted from the
database.
 Paste: Links the copied record to the record that you select in the FMEA
Explorer pane. Note that this menu option appears only after you have
copied a record and only if you select a record to which it is possible to
link the copied record, according to the relationship definitions that
exist.

 New [Analysis Component]: Creates a new record and links it to the

selected record. The type of record that is created will depend on which
record you select when you access the shortcut menu. For example, if
you select a Failure Mode node, this option will read New Effect and will
result in the creation of a new Failure Effect record.
 Reference Documents: Displays the Reference Documents window,

where you can manage the Reference Documents associated with the
record.
 [Component] Reports: Displays a submenu, containing a list of reports

that are associated with the selected component. For example, when
you select an Failure Mode node, this option will be labeled Mode
Reports.
 Show Children: For a given node of the analysis tree, expands the
hierarchy to display the immediate children of that node. This option
appears only when you select a collapsed node that has children.
Hint: To expand a node entirely (i.e., to expand its children, its

children's children, and so on), use the Expand Node option.
 Hide Children: For a given node of the analysis tree, collapses the
hierarchy to hide the children of that node. This option appears only
when you select a node that has children and that is currently expanded.
 Show All: Completely expands the currently selected node.
 Help: Displays the context-sensitive Help topic for the FMEA Explorer
page.
About the Datasheet Area

The datasheet area, which appears on the right side of the FMEA Explorer
page, displays the datasheet for the record that is currently selected in the
FMEA Explorer pane. For example, when you select a Failure Effect node in
the FMEA Explorer pane, the datasheet area displays the FMEA Failure Effect
datasheet, which is populated with the values that exist in the RCM FMEA
Failure Effect record, outlined in red in the following image.

User Instructions
In the datasheet area, you can view the information that currently exists for
the selected record and modify the information if needed. After you make
changes to the record information, you can click the Save link on the Common
Tasks menu to save your changes. If you make changes to a record via the
datasheet and then select a different node in the FMEA Explorer pane, you
will be prompted to save your changes before displaying the datasheet for the
newly selected node.
The other features of the datasheet area, such as the buttons that appear
above the datasheet itself, are the same as those that are available in the
Record Manager.
Note: The New button above the datasheet creates a new record in the
same family as the selected record. For example, if you are viewing an RCM
FMEA Recommendation record and you click the New button above the
datasheet, a new RCM FMEA Recommendation record would appear in the
datasheet area. Because the FMEA Explorer page can display only one analysis
at a time, the New button is disabled when you are viewing the RCM FMEA
Analysis record.

Task Menus
Analysis Tasks Menu
The Analysis Tasks menu on the FMEA Explorer page contains the following
links:
 Manage Team: Displays the FMEA Team Members page, where you can
set up your FMEA Analysis Team.
 Review Recommendations: Displays the Recommendation Management

page, where you can review and manage the Recommendation records
that are associated with the current analysis. This link is enabled only if
one or more RCM FMEA Recommendation records exist for the current
analysis.
 View Master Recommendation: If the selected Recommendation record

was consolidated with one or more other Recommendation records, this
link opens the master consolidated Recommendation record in a stand-
alone window. This link is enabled only if the selected Recommendation
record is in the Consolidated state.
 Set Up Evaluation: Displays the Set Up <Node> Evaluation dialog box,

where <Node> is the type of the node that is currently selected in the
FMEA Explorer pane. You can use this dialog box to define criteria for
sending evaluation email. This link is enabled only if an Analysis, RCM
FMEA Asset, or Recommendation node is selected in the tree.
 Risk Assessment: Displays the Risk Assessment feature.

User Instructions
 If a Failure Effect node is selected in the analysis tree, the

Unmitigated Risk window appears.
 If a Recommendation node is selected in the analysis tree and a

value has been selected for at least one Category in the
corresponding unmitigated Risk Assessment, the Risk Mitigation
Assessment window appears.
 Run Decision Logic: Launches the Decision Logic Builder. This link is
enabled only if a Failure Effect node is selected in the tree.
 View Analysis List: Displays the FMEA Analysis List page, from which
you can open an existing FMEA Analysis.
Analysis.
Common Tasks Menu
The Common Tasks menu on the FMEA Explorer page contains the following
links:
 New [Node]: Creates a new record, whose type is indicated by the

[Node] name and links it to the selected record. The name of this link
changes, depending on which mode you select. For example, when you
select an RCM FMEA Asset node in the FMEA Explorer pane, this link
reads New Mode and lets you create an RCM FMEA Failure Mode record
and link it to the selected RCM FMEA Asset node.
Note: This link does not appear when you select a Recommendation
node since Recommendation records represent the lowest level in the
FMEA Analysis hierarchy.
 Link to Asset: Opens the Find Items window, where you can search for
an Equipment or Functional Location record and link it to the selected
RCM FMEA Asset record. This link is enabled only when you select an RCM
FMEA Asset record that is not currently linked to an Equipment or
Functional Location Asset record.
 Open Linked Asset: Opens in the Record Manager the Equipment or

Functional Location record that is linked to the currently selected RCM
FMEA Asset record. This link is enabled only when you select an RCM

FMEA Asset record that is currently linked to an Equipment or Functional

Location record.
 Save: Saves the currently selected record. For example, if a Failure

Mode node is selected in the FMEA Explorer pane, when you click this
link, the Meridium APM system will save any changes that you have made
to that Failure Mode record.
 Delete: Deletes the selected record from the analysis and from the
database. When you use this option, a prompt appears, asking if you
want to delete the selected component only or the selected component
and all its subcomponents.
 If you choose to delete the selected component and all its

children, the Meridium APM system will delete all the records
from the analysis and from the database.
 If you choose to delete the selected component and not the

children, the Meridium APM system will delete the selected record
from the database and will remove any subcomponents from the
analysis. The children will not, however, be deleted from the
database.
 Cut: Copies the currently selected node and all its nodes and then
deletes the records from the database. A temporary copy of the records
is saved so that you can then link them to a different record using the
Paste function. For example, you can cut a Failure Mode node from one
Asset node and then paste it to a different Asset node.
 Copy: Copies the selected record but does not remove it from the
analysis tree. After you have copied a record, the Paste option will
appear on the shortcut menu so that you can paste the record in a
different location in the analysis. Note that if the selected analysis
component has children, a prompt appears, asking if you want to copy
just the selected record or the selected record and all its child records.
Note: If you cut or copy an analysis node, when you paste the node, the
Meridium APM system will generate for the pasted node a new ID that is
appropriate to where you paste it.
 Paste: Links the currently copied record to the record that you select in
the FMEA Explorer pane. Note that this menu option appears only after
you have copied a record and only if you select a record to which it is

User Instructions
possible to link the copied record, according to the relationship

definitions that exist.
 Print: Displays the Preview window, which shows a preview of how the
current datasheet will be printed. From the Preview window, you can
select print options and print the record.
 Help: Displays the context-sensitive Help topic for the FMEA Explorer
page.
Template Tasks Menu
The Template Tasks menu on the FMEA Explorer page contains the following
links:
 Save as Template: Displays the [Record ID](New RCM FMEA Template)

window, where [Record ID] is the record ID of the selected analysis
node. You can use this window to save the current analysis or analysis
node as an FMEA Template.
 Load Template: Displays the Templates window, which displays a list

FMEA Templates that you can use for adding a new node to the selected
Analysis node. The list of FMEA Templates displayed in the window is
appropriate to the type of node that is currently selected.
Reports Menu
The Reports menu on the FMEA Explorer page displays the captions of the
reports that are associated with the node currently selected in the FMEA
Explorer pane. The name of the menu will change as appropriate, depending
on which node you select. For example, when you select the root-level analysis

node, the menu is labeled Analysis Reports and displays a list of reports
associated with the Analysis node.
Each analysis node has a related folder in the Catalog that is used to determine
which reports to display for which analysis node. This menu appears only if
reports exist in the Catalog folder associated with the selected node.
Associated Pages Menu
The Associated Pages menu on the FMEA Explorer page displays Associated
Pages that have been configured via the URL Manager for the family of the
analysis node that is currently selected in the FMEA Explorer pane.
Note: The Associated Pages menu will not be filtered based on the type of
analysis that you are viewing. Any Associated Page that you configured for a
family that is used by both RCM and FMEA Analyses will appear when you are
viewing an RCM Analysis and when you are viewing an FMEA Analysis.
FMEA Analysis Team

What is the FMEA Analysis Team?
The FMEA Analysis Team defines which users will participate in the FMEA
Analysis. The FMEA Analysis Team actually consists of Human Resource records
that are linked to the RCM FMEA Analysis record. The FMEA Team Members
page simply provides a customized view for working with Human Resource
records that are linked to the RCM FMEA Analysis record. To add people to the
FMEA Analysis Team, you can either select a Human Resource record that
currently exists in the Meridium APM database, or you can create a new Human
Resource record.
You can configure your FMEA Analysis Team on the FMEA Team Members page,
which is accessible from the FMEA Explorer page.

User Instructions
Accessing the FMEA Team Members Page

To access the FMEA Team Members page from the FMEA Explorer page:
 On the FMEA Explorer page, on the Analysis Tasks menu, click the
Manage Team link.
The FMEA Team Members page appears.
Aspects of the FMEA Team Members Page

The FMEA Team Members page contains a grid that displays a list of all the
Human Resource records that make up the FMEA Analysis Team. The grid is
divided into two columns:
 Record ID: The Record ID of the Human Resource record.
 Last Name: The value in the Last Name field of the Human Resource
record.

The FMEA Team Members page also contains three task menus, which let you
perform tasks specific to the FMEA Analysis Team: Analysis Tasks, Team
Members Tasks, and Common Tasks.
From the FMEA Team Members page, you can:
 Add team members using existing Human Resource records.
 Add team members by creating new Human Resource records.
 Modify information about a team member.
 Remove team members from the FMEA Analysis Team.
Task Menus
Analysis Tasks Menu
The Analysis Tasks menu on the FMEA Team Members page contains the
following link:
 View in Explorer: Displays the current FMEA Analysis on the FMEA

Explorer page.
Analysis.

User Instructions
Team Members Tasks Menu
The Team Members Tasks menu on the FMEA Team Members page contains
 Create New: Displays the Create New Team Member dialog box, where
you can create a new Human Resource record and add that person to the
FMEA Analysis Team.
 Add Existing: Displays the Find a Human Resource dialog box, where
you can search for existing Human Resource records to add to the FMEA
Analysis Team.
 Edit: Displays the Edit Team Member dialog box, where you can modify
the information stored in the selected Human Resource record.
 Remove: After asking for confirmation, removes the selected Human

Resource record from the FMEA Analysis Team. Note that this does not
delete the Human Resource record from the database.
Common Tasks Menu
The Common Tasks menu on the FMEA Team Members page contains the
following links:

 Help: Displays the context-sensitive Help topic for the FMEA Team
Members page.
Adding Users to the FMEA Analysis Team
Adding an Existing User to the FMEA Analysis Team
To add a team member to the FMEA Analysis Team using an existing Human
Resource record:
1. On the FMEA Team Members page, on the Team Member Tasks menu,
click the Add Existing link.
The Find a Human Resource window appears.
2. Specify search criteria to find the desired Human Resource record. Note
that the Human Resource family is selected in the Search In list by
default. You cannot select a different family, but you can define
additional criteria if desired.
3. Click the Find Now button.
The Human Resource records that match your search criteria appear in a
list at the bottom of the window.
4. In the list of results, select the record that you want to add to the
analysis team.
5. Click the Select button.
The Human Resource record that you selected appears in the list on the
FMEA Team Members page.

User Instructions
Creating a New User to Add to the FMEA Analysis Team
To add a team member to the FMEA Analysis Team by creating a new Human
Resource record:
1. On the FMEA Team Members page, on the Team Member Tasks menu,
click the Create New link.
The Create New Team Member dialog box appears.
2. On the datasheet, complete the desired fields to identify the new

Human Resource. Note that a Last Name is required.
3. Click the Save button.
The new Human Resource record is created and added to the FMEA
Analysis Team.

Modifying Information about a Team Member

To modify the Human Resource record for an FMEA Analysis Team member:
1. On the FMEA Team Members page, in the list of team members, click
the hyperlinked Record ID of the Human Resource record that you want
to modify.
The Edit Team Member dialog box appears.
2. Make the desired changes.
Your changes are saved to the database.
Removing Team Members from the FMEA Analysis

Team
Note: Removing a team member from the FMEA Analysis Team simply breaks
the link between the Human Resource record and the RCM FMEA Analysis
record. It does not delete the Human Resource record from the database.
To remove a Human Resource record from the FMEA Analysis Team:
1. On the FMEA Team Members page, in the list of team members, select
the row containing the Human Resource record that you want to remove
from the team.
2. On the Team Members Task menu, click the Remove link.
A message appears, asking if you really want to remove the Human

Resource record from the FMEA Analysis Team.
3. Click the Yes button.
The Human Resource record is removed from the FMEA Analysis Team.

User Instructions
Defining Equipment and Locations in an

FMEA Analysis
Adding Equipment and Locations to an FMEA Analysis
To add an RCM FMEA Asset record to an FMEA Analysis via the FMEA
Explorer page:
1. With the analysis open on the FMEA Explorer page, select the Analysis
node in the FMEA Explorer pane.
2. On the Common Tasks menu, click the New Asset link.
-or-
Right-click the analysis node, and then click New Asset.
A new RCM FMEA Asset node is added to the tree in the FMEA Explorer
pane.
3. Select the new RCM FMEA Asset node to display the FMEA Asset
datasheet in the datasheet area on the right side of the page.
4. On the FMEA Asset datasheet, enter the information for the new RCM
FMEA Asset record. Note that the Asset ID is generated automatically by
the system and cannot be modified. The Asset Description is also
generated automatically. This can be modified but is required.
5. When you are finished entering the information, on the Common Tasks
menu, click the Save link.
The information that you entered for the RCM FMEA Asset record is
saved to the database. At this point, you can:
 Re-select the Analysis node and add another RCM FMEA Asset
record to the analysis.
 Add a Failure Mode to the RCM FMEA Asset record that you just
created or to another RCM FMEA Asset record.

Linking an RCM FMEA Asset Record to an Equipment

or Functional Location Record
If your system has been properly configured, you will have the option of linking
RCM FMEA Asset records to Equipment or Functional Location records in your
database. This gives you the ability to use an FMEA Analysis to analyze both
"virtual" equipment and locations (which are not represented by existing
Equipment and Functional Location records), and physical equipment and
locations (which are represented by existing Equipment and Functional
Location records).
When RCM FMEA Asset records are linked to Equipment and Functional Location
records, information from the Equipment or Functional Location record will be
passed to various elements in the analysis. In addition, the Equipment or
Functional Location record will then be linked to any Recommendation records
or Task records that are created for the piece of equipment or location.
The first step in linking RCM FMEA Asset records to Equipment or Functional
Location records is to add the RCM FMEA Asset record to the FMEA Analysis.
After the RCM FMEA record exists on the equipment and location list, you can
link the RCM FMEA Asset record to an Equipment or Functional Location record.
Note that if the System Definition tab of the Analysis datasheet contains a
value in the Site Reference field, you will be able to link RCM FMEA Asset
records only to Equipment or Functional Location records that are linked to
that Site Reference record. Likewise, if the System Definition tab does not yet
contain a value in the Site Reference field, when you add a piece of equipment
or location to the FMEA Analysis, the Site Reference field will be updated
automatically to display the ID of the Site Reference record that is linked to
that Equipment or Functional Location record. You will then be able to link
RCM FMEA Asset records only to Equipment or Functional Location records that
are linked to that Site Reference record.
To link an RCM FMEA Asset record to an Equipment or Functional Location

record:
1. On the FMEA Explorer page, locate the RCM FMEA Asset record that you
want to link to an Equipment or Functional Location record.
2. On the Common Tasks menu, click the Link to Asset link.

User Instructions
Note: This link is enabled only when you select an RCM FMEA Asset
record that is not already linked to an Equipment or Functional Location
record.
The Find Asset window appears, displaying a search form.
3. In the Search In list, select the family on which to search.
Note: The Search In list contains the families for that are related to the
RCM FMEA Asset family through the Is RCM FMEA Asset relationship.
4. Specify any additional, desired search criteria, and click the Find Now
button.
The records that match your search criteria appear in the list at the
bottom of the page.
5. Select the row representing the record that you want to link to the RCM
FMEA Asset record.
6. Click the Select button link.
The Find Items window closes, and the description of the RCM FMEA
Asset record is updated in the FMEA Explorer pane to reflect the
information contained in the selected record. In the RCM FMEA Asset
record datasheet, the ID is updated to reflect the ID of the linked
record. If your system has been configured to do so, additional fields
may also be mapped from the Equipment or Functional Location record
to the RCM FMEA Asset record. If desired, you can open the linked
record in Record Manager.
Viewing the Equipment or Functional Location Record

that is Linked to an RCM FMEA Asset Record
When an RCM FMEA Asset record is linked to an Equipment or Functional
Location record, you can view the associated record from the FMEA Explorer
page. After you open the Equipment or Functional Location in the Record
Manager, all the standard Record Manager features will be available to you.

To view the Equipment or Functional Location record that is linked to the

RCM FMEA Asset record:
1. On the FMEA Explorer page, in the analysis tree, select the node of the
RCM FMEA Asset record whose related record you want to view.
2. On the Common Tasks menu, click the Open Linked Assets link.
The Record Manager appears, displaying the linked record.
Unlinking RCM FMEA Asset Records from Equipment or

Functional Location Records
The FMEA Explorer page provides no direct method for unlinking an RCM FMEA
Asset record from its related Equipment or Functional Location record. If you
need to unlink an RCM FMEA Asset record from an Equipment or Functional
Location record, either to create a virtual piece of equipment or location or to
relink the RCM FMEA Asset record to a different record, use one of the
following procedures:
 In the FMEA Explorer pane, copy or cut and then paste the RCM FMEA
Asset record to create a new RCM FMEA Asset record. The new RCM FMEA
Asset record will not be linked to an Equipment or Functional Location
record. You can then delete the original, linked RCM FMEA Asset record.
 Open the RCM FMEA Asset record in Record Manager and remove the link
between the RCM FMEA Asset record and the Equipment or Functional
Location record.
Note: If you link an RCM FMEA Asset record to the wrong Equipment or
Functional Location record, you will need to unlink the RCM FMEA Asset record
from the incorrect record using one of the preceding options and then relink
the RCM FMEA Asset record to the desired record. You cannot modify an
existing link in a single step.
You should unlink RCM FMEA Asset records from Equipment or Functional
Location records only if no RCM FMEA Recommendation or RCM FMEA Task
records have been created and linked to the RCM FMEA Asset record. Unlinking
equipment and locations may result in RCM FMEA Recommendations and RCM
FMEA Task records that are linked to records no longer involved in the analysis.
If you unlink an RCM FMEA Asset record from an Equipment or Functional
Location record and then relink the RCM FMEA Asset to a different one, if the

User Instructions
original record had been linked to one or more RCM FMEA Recommendation
records, the existing links will be updated automatically so that the
Recommendation records are linked to the new record. Links between existing
RCM FMEA Task records and Equipment or Functional Location records will,
however, not be modified.
Defining Analysis Nodes

Defining Failure Modes
To add an RCM FMEA Failure Mode record to an FMEA Analysis:
1. With the analysis open on the FMEA Explorer pane, in the FMEA
Explorer pane, select the Asset node of the RCM FMEA Asset record to
which you want to link the new RCM FMEA Failure Mode record.
2. On the Common Tasks menu, click the New Mode link.
-or-
Right-click the Asset node, and then click New Mode.
A new Failure Mode node is added to the tree in the FMEA Explorer
pane.
The FMEA Failure Mode datasheet is displayed in the datasheet area on

the right side of the page.
3. In the FMEA Failure Mode datasheet, enter the information for the new
RCM FMEA Failure Mode record. Note that:
 The Failure Mode ID value is generated automatically by the

system and cannot be modified.
 The Failure Mode Name value is generated automatically. This can

be modified but is required.
 The Related Asset ID field contains the Asset ID from the RCM
FMEA Asset record to which the Failure Mode node has been

added. If the RCM FMEA Asset record contains a value in the Asset
Type field, that value will be used to populate the Related Asset
Type field in the associated RCM FMEA Failure Mode record and
the RCM FMEA Recommendation record.
4. When you are finished entering the failure mode on the Common Tasks
menu, click the Save link.
The information that you entered for the RCM FMEA Failure Mode record
is saved to the database. At this point, you can:
 Select an Asset node and create another RCM FMEA Failure Mode
record.
 Add a failure effect to the RCM FMEA Failure Mode record that
you just created or to a different RCM FMEA Failure Mode record.
Defining Failure Effects

To add an FMEA Failure Effect record to an FMEA Analysis:
Explorer pane, select the Failure Mode node of the RCM FMEA Failure
Mode record to which you want to link the new RCM FMEA Failure Effect
record.
2. On the Common Tasks menu, click the New Effect link.
-or-
Right-click the Failure Mode node, and then click New Effect.
A new Failure Effect node is added to the tree in the FMEA Explorer
pane.
The FMEA Failure Effect datasheet is displayed in the datasheet area on

the right side of the page.
3. In the FMEA Failure Effect datasheet, enter the information for the new
RCM FMEA Failure Effect record. Note that the Failure Effect ID is
generated automatically by the system and cannot be modified. The

User Instructions
Effect Name is also generated automatically. This can be modified but is

required.
4. On the Analysis Tasks menu, click the Risk Assessment link.
The Unmitigated Risk Assessment window appears.
5. Using the Risk Matrix provided, define the unmitigated risk rank
associated with the failure effect, and click the Save button.
Note the following:
 If any tab represents a risk category that does not apply to the
failure effect that you are assessing, you can select the Not
Applicable check box on that tab. When you do so, the tab will be
disabled, and the tab label will be updated to contain the text
N/A.
 The unmitigated risk rank that you selected in the Risk

Assessment feature appears in the Unmitigated Risk field on the
FMEA Failure Effect datasheet.
 The financial risk rank that you selected in the Risk Assessment
feature appears in the Unmitigated Financial Risk field on the
FMEA Failure Effect datasheet.
 The highest unmitigated risk rank that you select on any non-
financial tab appears in the Driving Risk Rank field on the FMEA
Failure Effect datasheet.
 The tab that contains the highest non-financial unmitigated risk

rank appears in the Driving Risk Category field on the FMEA
Failure Effect datasheet.
 The Risk Of cell contains the value in the Effect Name field in the
RCM FMEA Failure Effect record.
 The text that you type in the Basis for Assessment dialog box is
saved in the RCM FMEA Failure Effect record.
6. On the Analysis Tasks menu, click the Run Decision Logic link.

The Decision Logic Builder appears, displaying the Welcome screen.
7. Use the Decision Logic Builder to identify actions that will mitigate the
associated failure effect.
After you complete the Decision Logic Builder, the responses that you
provided to the questions and the recommended action will be recorded
on the Logic Builder tab on the RCM Failure Effect datasheet.
8. When you are finished entering the failure effect information, on the
Common Tasks menu, click the Save link.
The information that you entered for the RCM FMEA Failure Effect
record is saved. At this point, you can:
 Select a Failure Mode node and create another RCM FMEA Failure
Effect record.
 Create a recommendation for the RCM FMEA Failure Effect record

that you just created or for a different RCM FMEA Failure Effect
record.
The Decision Logic Builder

The Decision Logic Builder guides you step-by-step through answering
questions that will result in suggestions for mitigating a given failure effect.
After you use the Decision Logic Builder to determine which actions should be
taken to mitigate the effects of the failure, you can create recommendations
that are based upon the recommended actions.
When you go through the Decision Logic Builder, you will be presented with a
series of questions. You will respond Yes or No to each of the questions. When
you have reached the end of the Decision Logic Builder, you will be presented
with a recommended action that is based upon the responses to the questions
that were presented. Your responses to the questions and the recommended
action will be recorded in text fields in the RCM FMEA Failure Effect record.
After you complete the Decision Logic Builder, you can view a summary of
your responses on the Logic Builder tab of the FMEA Failure Effect datasheet.
The Meridium APM Decision Logic Builder is based upon the concepts and
decision diagrams in SAE Standard JA1012, "A Guide to the Reliability-Centered
Maintenance (RCM) Standard." The process and terminology used in the

User Instructions
Meridium APM Decision Logic Builder are described in more detail in this
standards document. To use the Decision Logic Builder effectively, you will
need to be familiar with this standard.
To use the Decision Logic Builder:
1. Open an FMEA Analysis.
2. In the analysis tree, select a Failure Effect node.
3. On the Analysis Tasks menu, click the Run Decision Logic link.
The Decision Logic Builder appears, displaying the Welcome screen.
4. Click the Next button.
The Logic Selection screen appears.
5. Click the Yes button to respond Yes to the question.
-or-
Click the No button to respond No to the question.
The next question is displayed immediately after you click the Yes or No
button.
6. Continue clicking the Yes or No button in response to each question that

is displayed. The number of questions that are presented will depend
upon your responses.
When you have responded to all the questions, a suggested action will
be displayed.
7. Click the Finish button.
The Decision Logic Builder closes. You can click the Logic Builder tab
on the FMEA Failure Effect datasheet to view a summary of your
responses and the suggested action.

Hint: If you want to modify your responses, click the Run Decision Logic link
on the Analysis Tasks menu and proceed through the Decision Logic Builder
again. The information on the Logic Builder tab will be updated after you
complete the builder. If you close the Decision Logic Builder before
responding to all questions and clicking the Finish button, the information on
the Logic Builder tab will not be updated.
Defining Recommendations
Hint: For help with defining Recommendation records, on the FMEA Explorer
page, you can click the Decision Tree link on the Analysis Tasks menu to
access the Decision Tree document that has been configured for use with FMEA.
To add an RCM FMEA Failure Effect record to an FMEA Analysis:
Explorer pane, select the Failure Effect node of the RCM FMEA Failure
Effect record to which you want to link the new RCM FMEA
Recommendation record.
2. On the Common Tasks menu, click the New Recommendation link.
-or-
Right-click the Failure Effect node, and then click New

Recommendation.
A new Recommendation node is added to the tree in the FMEA Explorer

pane.
The FMEA Recommendation datasheet is displayed in the datasheet

area on the right side of the page.
3. On the FMEA Recommendation datasheet, enter the information for the

new RCM FMEA Recommendation record. Note that:
 The Recommendation ID is generated automatically by the

system and cannot be modified.
 The Recommendation Headline is also generated automatically.

This can be modified but is required.

User Instructions
 The Asset ID cell is populated automatically with the value in the

Related Asset ID cell in the related Failure Mode. You can modify
this field, if desired. We recommend, however, that you accept
the default value. If you modify this value, recommendation
evaluation email may not be generated properly. In addition, the
Meridium APM system relies upon this value to relate any Task
records generated from the recommendation to the associated
RCM FMEA Asset record or Equipment or Functional Location
record.
 If you select Failure Finding (FF) in the Action Type list, the
cells below the ***Failure Finding Activity*** section become
enabled. The value in the FFI cell is calculated using the values in
the MMF, MTIVE, MTED, and n cells.
Note that if you want the calculated FFI value to appear in the Interval
field, select the Use Calculated FFI Results check box. In addition, if
you want to see the FFI value in a different unit (e.g., Months), select
the desired interval in the Display FFI Units As list. The value in the
Interval cell will be updated to reflect the selected unit.
Note: Changes that you make to the values in existing RCM FMEA
Recommendation records will not have any effect on the RCM FMEA Task
records to which they are already linked.
4. On the Analysis Tasks menu, click the Risk Assessment link.
The Risk Mitigation Assessment window appears.
5. Using the Risk Matrix provided, define the mitigated risk rank associated
with the recommendation, and click the Save button. Note that:
 The Risk Of cell contains the value in the Effect Name field in the
RCM FMEA Failure Effect record to which the RCM FMEA
Recommendation record is linked.
 The Mitigated By cell contains the value in the Recommendation

Headline field in the RCM FMEA Recommendation record.
 The Not Applicable check box is disabled when you are assessing
the mitigated risk of a Recommendation record. The Not
Applicable check box selection will be inherited from the
associated Failure Effect's risk assessment.

 The text that you type in the Basis for Assessment dialog box is
saved in the RCM FMEA Failure Effect record to which the RCM
FMEA Recommendation record is linked.
The mitigated risk rank that you selected in the Risk Assessment feature
appears in the Mitigated Risk field on the FMEA Recommendation
datasheet. The financial risk rank that you selected in the Risk
Assessment feature appears in the Mitigated Financial Risk field on the
FMEA Recommendation datasheet.
6. When you are finished entering the recommendation information, on the

Common Tasks menu, click the Save link.
The information that you entered for the RCM FMEA Recommendation
record is saved. If desired, at this point, you can select another Failure
Effect node and create another new Recommendation record for the
analysis.
Cutting, Copying, and Pasting Analysis Nodes
About Copying, Cutting, and Pasting Analysis Elements
To help streamline the analysis-development process, FMEA lets you cut, copy,
and paste analysis elements. You can use these options to cut or copy
individual analysis nodes and then paste them to another location within the
same analysis. Note the following about using the cut, copy, and paste
functions:
 The Cut function creates a copy of the cut elements and then deletes
the records from the database. When you paste the cut elements, the
Meridium APM system will create new records. Note also that the Cut
function automatically copies all nodes of the selected node.
 When you paste copied analysis elements, the IDs are generated
automatically in the same way as they are when you create a new
analysis element. The Meridium APM system looks at the other nodes on
the level where you are pasting, finds the highest numeric value of all
the current IDs, adds one (1) to the highest value, and assigns that as
the ID value for the newly pasted node. The ID helps uniquely identify
each element with respect to its location in the analysis.

User Instructions
 When you paste copied analysis elements, the names are not
regenerated.
 When you copy or cut and then paste an analysis node that is linked to
one or more Reference Document records, the Reference Document
records will also be copied or cut and then pasted.
Using the Cut Function
To cut an analysis node and paste it to another location within the same
analysis:
1. In the FMEA Explorer pane, select the node that you want to cut.
2. Press Ctrl+X on your keyboard.
-or-
On the Common Tasks menu, click the Cut link.
-or-
Click the right mouse button, and then click Cut.
If the node that you selected has successor nodes, a message appears,
asking if you want to copy all the child elements.
3. Click OK.
The selected node and all its nodes are copied and then deleted from
the database.
Note: If you want to paste the node that you cut, you must do so immediately
before copying or cutting another node; otherwise the cut node and its nodes
will be lost permanently. You will be able to paste the cut node only once.

Using the Copy Function
To make a copy of an analysis node to paste in an additional location within

the same analysis:
1. In the FMEA Explorer pane, select the node that you want to copy.
2. Press Ctrl+C on your keyboard.
-or-
On the Common Tasks menu, click the Copy link.
-or-
Click the right mouse button, and then click Copy.
If the node that you selected has successor nodes, a message appears,
asking if you want to copy all the child elements.
3. Click the Yes button to copy all the child elements of the selected
element.
-or-
Click the No button to copy only the selected node.
Note: If you want to paste the node that you copied to a different location, do
not delete the copied node. The copied node will not be available for pasting
after you delete it.
Using the Paste Function
After you copy a node or cut a node, you can paste the copied element(s) to
another node. The Paste function will automatically paste the copied node and
any nodes that were copied along with it.
Note: A cut node can be pasted only once. A copied node can be pasted
multiple times but cannot be pasted after the copied node is deleted from the
database.

User Instructions
To paste the copied element(s) to another location:
1. In the FMEA Explorer pane, select the node on which you want to paste
the copied elements.
Note: The node that you select as the target for the Paste operation
must be appropriate for the node that was copied. For example, if you
copy a Recommendation node, you must select a Failure Effect node in
order paste the copied elements. The Paste function will be enabled
only after you select an appropriate node.
2. Press Ctrl+V on your keyboard.
-or-
On the Common Tasks menu, click the Paste link.
-or-
Click the right mouse button, and then click Paste.
The element is pasted to the selected location.
Modifying an Analysis Node in the FMEA Explorer Pane

You can use the following instructions to modify any node in an FMEA analysis,
including the root-level analysis node.
To modify the information associated with an analysis element in the FMEA

Explorer pane:
1. With the analysis open on the FMEA Explorer page, in the FMEA
Explorer pane, expand the analysis tree to locate the node representing
the record that you want to modify.
2. Select the node.
The datasheet associated with that record appears in the datasheet area
on the right side of the page.
3. In the datasheet, modify the values in any editable field.

4. On the Common Tasks menu, click the Save link.
Deleting an Analysis or Analysis Node in the FMEA

Explorer Pane
On the FMEA Explorer page, you can delete any analysis element, or you can
delete the root-level Analysis node to delete the entire analysis. Note that:
 If you choose to delete an element that contains elements, all elements

will also be deleted.
 If you delete an Asset node and the RCM FMEA Asset record is linked to
an Equipment or Functional Location record, the link between the RCM
FMEA Asset record and the Equipment or Functional Location record will
be broken. The Asset record will not, however, be deleted from the
database.
 Deleting a Recommendation record will also delete any related

scheduled items that exist for that recommendation in Meridium APM
Schedule Manager.
To delete an analysis or analysis element via the FMEA Explorer pane:
1. In the FMEA Explorer pane, expand the tree, and select the node
representing the element that you want to delete.
Hint: To delete the entire analysis, select the root-level Analysis node.
2. On the Common Tasks menu, click the Delete link.
A message appears, asking if you really want to delete the selected

element and all its children.
3. Click OK.
The selected node and its nodes are deleted from the database.

User Instructions
 If you deleted the element of an analysis, the next highest node is

selected in the analysis tree in the FMEA Explorer pane.
 If you deleted the root-level Analysis node, you are directed to

the FMEA Start Page.
FMEA Templates
About FMEA Templates
An FMEA Template is a copy of an entire FMEA Analysis or one or more FMEA
Analysis nodes (e.g. Failure Effects) that can be used to create a new FMEA
Analysis or append nodes to an existing FMEA Analysis. FMEA Template records
belong to the RCM FMEA Template family. Together, the RCM FMEA Template
record and all the records that are related to it make up the FMEA Template.
You can use FMEA Templates to streamline the analysis-development process

by reducing the amount of time spent entering data that is already used in a
similar analysis.
You can work with FMEA Templates via the locations in the following list.
Where you work with FMEA Templates will determine the tasks that you can
perform on that FMEA Template. You can use the following lists as a guide for
determining which method to use when working with FMEA Templates:
 On the FMEA Explorer page, you can perform the following tasks:
 Create FMEA Templates from an existing analysis.
 Create new analysis elements from an FMEA Template.
 Manage analysis elements.
 On the FMEA Template Explorer page, you can perform the following
tasks:
 Create FMEA Templates from scratch.
 Create new template elements from existing FMEA Templates.

 Manage analysis elements in FMEA Templates similar to how you

manage analysis elements in FMEA Analyses using the FMEA
Explorer pane.
 Create new analyses from an FMEA Template.
 On the FMEA Templates page, via the Template Tasks menu, you can
perform the following tasks:
 Create an FMEA Analysis from an existing FMEA Template.
 Create an FMEA Template from scratch.
 Edit an FMEA Template.
 Delete an FMEA Template.
The FMEA Templates Page
Accessing the FMEA Templates Page
To access the FMEA Templates page:
 On the FMEA Start Page, click the Manage Templates link.
-or-
 On the FMEA Template Explorer page, on the Analysis Tasks menu,

click the Manage Templates link.
The FMEA Templates page appears.

User Instructions
Aspects of the FMEA Templates Page
The FMEA Templates page displays the results of the query that is defined for
the Template Query setting on the FMEA Administration page. By default, this
page displays the Template List query, which is stored in the
\\Public\Meridium\Modules\FMEA folder in the Meridium APM Catalog. This
query contains one prompt, Template Type, which appears as a list at the top
of the FMEA Templates page. The Template Type list contains the following
values, which you can use to filter the query results that appear at the bottom
of the page:
 Analysis: Displays the FMEA Templates that were created at the analysis
level.
Note: This value is selected by default when you access the FMEA
Templates page from the FMEA Start Page. However, if you access the
FMEA Templates page from the FMEA Template Explorer page, the
query uses as the prompt the Template Type that is associated with the
template that you are currently viewing on the FMEA Template
Explorer page.
 Asset: Displays the FMEA Templates that were created at the equipment
and location level.

 Failure Effect: Displays the FMEA Templates that were created at the
failure effect level.
 Failure Mode: Displays the FMEA Templates that were created at the
failure mode level.
 Function: This value is not used in FMEA.
 Function Failure: This value is not used in FMEA.
 Recommendation: Displays the FMEA Templates that were created at

the recommendation level.
You can select any value from the Template Type list, and then click the Run
Query button to view the corresponding query results. Note that each of the
values listed above corresponds to a value that can be stored in the Template
Type field in the corresponding RCM FMEA Template record.
Note: Throughout this documentation, our descriptions of the FMEA Templates

functionality assume that you are using the default Template List query. If you
have modified the default query or if you are using a different query, the FMEA
Template functionality for your implementation may vary slightly from our
descriptions.
The query results section contains the following columns:
 Template ID: The Record ID of the RCM FMEA Template record.
 Template Type: The type of template. This value is determined by the

family of the root node in the template. For example, if the root node in
the template is a Failure Mode, the Template Type cell will contain the
value Failure Mode.
 Description: The description of the template that is stored in the

Description field in the corresponding RCM FMEA Template record.
 Analysis Type: The type of analysis to which the template applies (i.e.,
RCM or FMEA). By default, the query results on this page will contain
only RCM FMEA Template records whose Analysis Type is FMEA.
The FMEA Templates page contains the following task menus: Template Tasks
and Common Tasks.

User Instructions
Task Menus
Template Tasks Menu
The Template Tasks menu on the FMEA Templates page contains the following
links:
 Create Analysis: Creates a new FMEA Analysis based upon the FMEA
Template that is currently selected in the results grid.
 If the template from which you want to create a new analysis is

linked to at least one RCM FMEA Asset record, this link will display
the Apply Template Builder, which you can use to specify
whether you want to keep or replace the RCM FMEA Asset
record(s) and then apply the template accordingly.
 If the template from which you want to create a new analysis is

not linked to any RCM FMEA Asset records, this link will create the
analysis from the template and open it on the FMEA Explorer
page.
This link is enabled only when the results displayed on the FMEA
Templates page contains records whose Template Type is Analysis. This
link is disabled if more than one RCM FMEA Template record is selected
in the grid.
 Create Template: Displays the Template Builder, which guides you

step-by-step through the process of creating an FMEA Template from
scratch.
 Edit Template: Displays the selected RCM FMEA Template record on the
FMEA Template Explorer page, where you can modify the record and
save your changes. This link is enabled only when at least one record
appears in the results grid. In addition, this link is disabled if more than
one RCM FMEA Template is selected in the grid.

 Delete Template: After asking for confirmation, deletes the selected

RCM FMEA Template record from the database. This link is enabled only
when at least one record appears in the grid. You can select multiple
records to delete at one time.
Common Tasks Menu
The Common Tasks menu on the FMEA Templates page contains the following
links:
 Help: Displays the context-sensitive Help topic for the FMEA Templates
page.
Creating a New FMEA Template
Accessing the Template Builder
You can use the Template Builder to create a new FMEA Template from
scratch. To access the Template Builder:
 On the FMEA Templates page, on the Template Tasks menu, click the
Create Template link.
-or-
On the FMEA Template Explorer page, on the Analysis Tasks menu,

click the Create Template link.
The Template Builder appears, displaying the Welcome screen.

User Instructions
Using the Template Builder to Create a New FMEA Template

from Scratch
The following instructions provide details on creating a new FMEA Template

using the Template Builder.
To create a new FMEA Template from scratch:
1. Access the Template Builder.
2. On the Welcome screen, click the Next button.
The Select Template Type screen appears.

3. Select the Template Type for which you want to create an FMEA
template, and click the Next button.
The Define Root Node screen appears, displaying the datasheet for the
Template Type that you selected in the previous step. For example, if
you are creating an FMEA Template whose root node will represent an
RCM FMEA Analysis record, the datasheet for an RCM FMEA Analysis
record will appear on the Define Root Node screen, as shown in the
following image.

User Instructions
Note: The ID value is generated automatically by the Meridium APM

system and can not be modified. If you are creating an FMEA Template
at the analysis level, the Analysis Short Description field on the Analysis
datasheet is required, as shown in the preceding image.
4. Provide values in the fields as needed, and then click the Next button.
The Define Template screen appears, displaying the RCM FMEA

Template datasheet.

The following fields contain values by default:
 The Type cell is disabled and populated automatically with the

template type value, which indicates the family of the record
from which the template was created.
 The Analysis Type cell is disabled and populated automatically

with FMEA.
 The Author cell is disabled and populated automatically.
 The Created On cell is disabled and populated automatically.
5. Complete the details of the datasheet, as desired.
The FMEA Template is created and appears on the FMEA Template Explorer
page, where the Template Type that you defined is the root node in the FMEA

User Instructions
Template Explorer pane, and the datasheet for the new template record
appears in the datasheet area.
Creating an FMEA Template from an Existing FMEA Analysis
When you use an FMEA Template to create a new analysis or to create new
nodes in an existing analysis, all the nodes that are included in the FMEA
Template will be applied to the target analysis. From the FMEA Explorer page,
you can create a new FMEA Template from an FMEA Analysis or any analysis
element.
When you create an FMEA Template from the root FMEA Analysis node, the
FMEA Template will include:
 The FMEA Analysis node.
 Any related Human Resource records that make up the Team Member
list.
 Any Asset, Failure Mode, Failure Effect, and Recommendation nodes

included in the analysis.

 Any Reference Documents that are linked to the analysis elements.
 Any related Risk Assessments.
Note: If you create an FMEA Template that includes RCM FMEA Asset records
that are linked to Equipment or Functional Location records, the links will not
be maintained when the FMEA Template is created. In this way, the RCM FMEA
Asset records that are linked to the FMEA Template will become virtual
equipment and locations. When you create a new analysis from the FMEA
Template, you will be given the choice to keep or replace virtual equipment
and locations with Equipment or Functional Location records.
When you create an FMEA Template from an analysis element other than the
Analysis node (i.e., a node that appears below the Analysis node), the RCM
Template will include the selected node and all of its successor nodes. The root
node in the FMEA Template determines the nodes to which the template can be
applied in the target FMEA Analysis, with respect to the record hierarchy. For
example, an FMEA Template whose root node is a Failure Effect can be applied
only to a Failure Mode node.
To create a new FMEA Template from an existing FMEA Analysis:
1. Open the desired analysis on the FMEA Explorer page.
2. In the FMEA Explorer pane, select the node that you want to use as the
root node in the FMEA Template.
3. On the Template Tasks menu, click the Save as Template link.
A new RCM FMEA Template record appears in a new window.

User Instructions
On the RCM FMEA Template datasheet, the following fields contain

values by default:
 The Type cell is disabled and populated automatically with the

template type value, which indicates the family of the record
from which the template was created.
 The Analysis Type cell is disabled and populated automatically

with FMEA.
 The Author cell is disabled and populated automatically.
 The Created On cell is disabled and populated automatically.
4. Complete the details of the datasheet as needed.
5. Click OK.

The new template is created and appears on the FMEA Template

Explorer page, where you can view and modify its contents. If you
created the FMEA Template at the Analysis node level, you will be able
to use the FMEA Template for creating new FMEA Analyses. Otherwise,
you can apply the FMEA Template to an existing analysis to create new
analysis nodes based on the ones in the template.
Creating New FMEA Analyses or Analysis Nodes from

FMEA Templates
Creating New FMEA Analyses from FMEA Templates
About Creating New FMEA Analyses from FMEA Templates
You can create a new FMEA Analysis from any FMEA Template whose root node
is an Analysis node. Depending upon whether the template is associated with
RCM FMEA Asset records or not, the steps that you perform to create the new
analysis will vary.
 If you are applying an FMEA Template that is not associated with any
RCM FMEA Asset records, you will follow a one-step template application
process via the FMEA Templates page.
 If you are applying an FMEA Template that is associated with at least one
RCM FMEA Asset record, you will use the Apply Template Builder, which
provides an option for you to replace the virtual equipment and
locations with Equipment or Functional Location records.
Creating a New Analysis from an FMEA Template Without RCM FMEA Asset Records
The following instructions provide details on creating a new FMEA Analysis by

applying an FMEA Template. These instructions assume that the Analysis node
is the root node in the FMEA Template that you are using to create a new FMEA
Analysis and that the template is not associated with any RCM FMEA Asset
records.
To create a new FMEA Analysis from an FMEA Template:
1. Access the FMEA Templates page.

User Instructions
2. In the grid, select the row containing the FMEA Template that you want
to use to create a new FMEA Analysis.
3. On the Template Tasks menu, click the Create Analysis link.
The FMEA Analysis is created and displayed on the FMEA Explorer page,
where you can view and modify its contents.
Creating a New FMEA Analysis with RCM FMEA Asset Records
Accessing the Apply Template Builder
The following instructions provide details on accessing the Apply Template

Builder, which you can use to create a new FMEA Analysis from a template and
specify whether you want to keep or replace the RCM FMEA Asset record(s) that
are associated with the template.
These instructions assume that the FMEA Template that you are using to create
a new FMEA Analysis is associated with at least one RCM FMEA Asset record.
To access the Apply Template Builder:
2. In the results grid, select the row containing the FMEA Template that
you want to use to create a new FMEA Analysis.
3. On the Template Tasks menu, click the Create Analysis link.
The Apply Template Builder appears, displaying the Welcome screen.

Using the Apply Template Builder to Create a New FMEA Analysis
Using the Apply Template Builder, you can choose to keep or exchange any
RCM FMEA Asset record that is associated with the template that you are
applying to a new FMEA Analysis. These instructions assume that the template
with which you are creating a new FMEA Analysis is associated with at least one
RCM FMEA Asset record.
To create a new FMEA Analysis using the Apply Template Builder:
1. Access the Apply Template Builder.
2. On the Welcome screen, click the Next button.
The Review Template Assets screen appears, displaying a list of RCM

FMEA Assets that are associated with the selected FMEA Template.
Below the grid, the Keep these assets option is selected by default.

User Instructions
3. If you want to apply to the analysis all the RCM FMEA Asset records that
are associated with the template, click the Finish button.
Note: If you choose the Keep these assets option, the new FMEA
Analysis will not be linked to any Equipment or Functional Location
records (i.e., physical equipment and locations).
-or-
If you want to replace the RCM FMEA Asset records that are associated
with the template, select the Replace these assets with new selections
option, and then click the Next button.
The Select Asset Replacements screen appears.

4. On the Select Asset Replacements screen, click the Select

Replacements button.
The Find Asset window appears.
Note: The Search In list will contain only families that are related to
the RCM FMEA Asset family through the Is RCM FMEA Asset relationship.
5. In the Search In list, select the family from which you will apply
equipment and location records to the analysis, and then click the Find
Now button.
The results appear in a grid.
6. Select the records that you want to use as replacements for the RCM
FMEA Asset records that are currently linked to the FMEA Template, and
then click the Select button.
The system checks to see if the selected equipment and locations can be
added to the analysis:

User Instructions
 If any cannot be added to the analysis, those records are

displayed in a separate window with a message indicating why the
record cannot be added.
 The RCM FMEA Asset records can be added are successfully linked
to the FMEA Analysis.
7. You can continue adding Equipment and Functional Location records in

this way. When you are finished, click the Next button.
The Review/Replace Template Assets screen appears.
This screen contains two columns:
 Template Asset: Contains the RCM FMEA Asset records that are
currently associated with the FMEA Template.
 Asset: Contains a list that you can use to specify what you want
to do with the RCM FMEA Asset record in that row. The Asset list
contains the following values:
 (Keep Template Asset): Indicates that you want to add the

RCM FMEA Asset record to the FMEA Analysis without linking

it to an Equipment or Functional Location record. This

option is selected by default.
 (Discard Template Asset): Indicates that you do not want

to add the RCM FMEA Asset record or any of its subnodes to
the FMEA Analysis. Note that this option does not delete
the RCM FMEA Asset from the FMEA Template.
 <Selected Assets>: Indicates that you want to replace the

RCM FMEA Asset record that is linked the FMEA Template
with the Equipment and Functional Location records that
you selected in the previous steps.
8. For each RCM FMEA Asset record in the Template Asset column, select
the option in the Asset Assignment list that corresponds to the action
that you want to take.
The new FMEA Analysis is created and displayed on the FMEA Explorer
page, where you can view and modify its contents.
Creating New FMEA Analysis Nodes from an FMEA Template
While working with an existing FMEA Analysis, you can create new nodes (e.g.,
Failure Effects) by applying an FMEA Template.
Note: You can also uses these instructions to create new template elements
from an FMEA Template.
To create new analysis nodes from an FMEA Template:
1. Open on the FMEA Explorer page the FMEA Analysis to which you want
to apply Analysis nodes.
2. In the FMEA Explorer pane, locate the node below which you want to
add new analysis nodes. For example, if you want to link new Failure
Effect records to a Failure Mode record, select the Failure Mode node.
3. On the Template Tasks menu, click the Load Template link.

User Instructions
The Templates window appears.
The Templates window displays a list of all the RCM FMEA Template
records that can be used to create a successor node for the selected
node. For example, if you selected a Failure Mode node, the Templates
window will display all the Failure Effect Templates that can be used to
create a Failure Effect node. Because RCM FMEA Template records can
be shared across RCM and FMEA analyses, this list will contain both RCM
Templates and FMEA Templates.
4. Select the row containing the RCM FMEA Template record that you want
to use to create the new node, and then click OK.
The FMEA Template is applied to the FMEA Analysis, and then the node
that corresponds to the root node from the template is selected by
default in the FMEA Explorer pane.

Modifying Existing FMEA Templates

To modify an existing FMEA Template:
2. In the query results grid, click the hyperlinked ID of the FMEA Template
that you want to modify.
The FMEA Template Explorer page appears, displaying the RCM FMEA
Template record that you selected.
3. Modify the template as needed.

User Instructions
Deleting FMEA Templates

The following instructions provide details on deleting an FMEA Template via the
FMEA Templates page. You can also delete an FMEA Template via the FMEA
Template Explorer page.
To delete an FMEA Template:
2. In the grid, select the row containing the FMEA Template that you want
to delete.
3. On the Template Tasks menu, click the Delete Template link.
A confirmation message appears, asking if you really want to delete the

selected FMEA Template.
4. Click the Yes button.
The FMEA Templates page refreshes, and the RCM FMEA Template
record is deleted from the database.
The FMEA Template Explorer Page
About the FMEA Template Explorer Page
The FMEA Template Explorer page is the page that you will use to work with
FMEA templates. It displays an FMEA Template in a hierarchical view so that
you can view the RCM FMEA Template record itself along with all the related
records.
The layout of the FMEA Template Explorer page is similar to that of the
Record Manager, where it is divided into three main areas:
 The task menu pane, which contains the following task menus:
 Analysis Tasks

 Common Tasks
 Template Tasks
 Reports
 Associated Pages
 FMEA Template Explorer pane
 The datasheet area, which displays the information stored in the record
for the selected node.
Note that throughout our discussion of the FMEA Template Explorer page, we
assume that you are familiar with the basic concepts and navigational features
of the Record Manager. We limit our discussion primarily to features that are
specific to the FMEA Template Explorer page and that deviate from the
standard functionality of the Record Manager.
Accessing the FMEA Template Explorer Page
You can access the FMEA Template Explorer page by performing the following
tasks:
 Modifying an existing FMEA Template.
 Creating a new FMEA Template from scratch.
 Creating an FMEA Template from an existing FMEA Analysis.
The following image shows what the FMEA Template Explorer page looks like
when you access it from an existing FMEA Template.

User Instructions
Aspects of the FMEA Template Explorer Page
The Template Explorer Pane
About the FMEA Template Explorer Pane
When you open an FMEA Template on the FMEA Template Explorer page, in
the FMEA Template Explorer pane, the root node corresponds to the node
from which the FMEA Template was created. Below the root record, the FMEA
Template Explorer pane displays the other components of the template
arranged in a hierarchy.
When you first open an FMEA Template, only the root node and the nodes that
represent direct successor records of that root node appear in the FMEA
Template Explorer pane. You can click the plus sign (+) to the left of any node
to expand it and view the next record that exists in the tree. You can continue
expanding the tree to view all the components involved in the FMEA Template.
Components within in the FMEA Template Explorer pane are linked to one
another according to the relationships defined in the FMEA data model. The

following image shows an example of a fully expanded branch of the tree.

Notice that each template node is represented by an icon, which distinguishes
that analysis element in the tree.
Hint: You can also right-click any branch of the tree and then click Hide
Children, Show Children, or Show All, as appropriate, to expand or collapse
that branch.
Selecting a node in the tree will cause the datasheet for that record to appear
in the datasheet area of the FMEA Template Explorer page.
Note that unlike the standard Record Explorer pane, which displays all the
records in the record hierarchy that are linked to the root record through any
relationship, the FMEA Template Explorer pane displays only the records
belonging to the families that make up the FMEA Template components,
according to the FMEA data model.
The Shortcut Menu in the FMEA Template Explorer Pane
If you right-click a node in the FMEA Template Explorer pane, a shortcut menu
will appear, displaying options associated with the FMEA Template and its
components. The specific options that are available on the menu will vary,
depending which node you select. The following image shows the options that
appear on the shortcut menu when you right-click a Failure Mode node.

User Instructions
The following options are available on the shortcut menu in the FMEA
Template Explorer pane:
 Save: Saves any changes that you have made to the record that is
currently selected.
 Save as Template: Displays a new RCM FMEA Template record in a new

window, from which you can create a new FMEA Template using the
currently selected node as the root node.
 Load Template: Facilitates the creation of a new FMEA Template node

by applying an existing FMEA Template to the currently selected node.
 Cut: Removes the currently selected node and all its successor nodes
from the tree so that you can paste them in a different location. After
you have cut a node, the Paste option will appear on the shortcut menu
so that you can paste the node in a different location in the tree.
 Copy: Copies the selected node. After you have copied a node, the
Paste option will appear on the shortcut menu so that you can paste a
copy of that node in a different location in the tree. If the selected
template element has successor nodes, a prompt appears, asking if you
want to copy only the selected node or the selected node and all its
successor nodes.

 Paste: Pastes the cut or copied nodes in the selected location. Note that
this menu option appears only after you have copied or cut a node and if
you select a predecessor node that participates in a relationship with
the node that you want to paste.
 Delete: Deletes the selected node and all its subnodes from the
template and from the database.
 New <Node>: Where <Node> is the analysis element that you want to
create. The name of this link will change depending upon the
predecessor node that is selected in the tree. This link creates a new
record in the family indicated by the <Node> value and links it to the
selected predecessor record. For example, if you select a Failure Mode
node, this link will be labeled New Effect and will result in the creation
of a new Failure Effect record that is linked to the Failure Mode record
that is represented by the selected Failure Mode node.
 Reference Documents: Displays the Reference Documents window,

where you can manage the Reference Documents associated with the
record.
 <Node> Reports: Where <Node> is the analysis element whose reports

you want to view. When you point to this link, a submenu appears and
contains a list of reports that are associated with the selected
component. For example, when you select an RCM Function node, this
option will be labeled Function Reports. This menu option appears only
if reports exist for the family that is represented by the selected node.
 Show Children: Expands the hierarchy to display the successor nodes

that appear directly below a given node. This option appears only when
you select a collapsed predecessor node.
 Hide Children: Collapses the hierarchy to hide the successor nodes that
appear directly below a given node. This option appears only when you
select an expanded predecessor node.
 Show All: Expands all successor nodes that exist below the selected
node.
 Help: Displays the context-sensitive Help topic for the FMEA Template
Explorer page.

User Instructions
About the Datasheet Area
The datasheet area, which appears on the right side of the FMEA Template
Explorer page, displays the datasheet for the record that is currently selected
in the FMEA Template Explorer pane. For example, when you select an FMEA
Failure Effect record in the FMEA Template Explorer pane, the datasheet area
displays the Failure Effect datasheet, which is populated with the values that
exist in the Failure Effect record. The following image shows an example of the
datasheet area on the FMEA Template Explorer page. A red outline has been
added to the image to highlight this area.
The features of the datasheet area, such as the buttons that appear above the
datasheet itself, are the same as those that are available in the Record
Manager.

Task Menus
Analysis Tasks Menu
The Analysis Tasks menu on the FMEA Template Explorer page contains links
that you can use to work with the analysis elements in the FMEA Template
Explorer pane. The links on this menu are hidden or disabled based upon the
node that is selected in the tree.
The following list describes the links that have been defined for the Analysis
Tasks menu:
 Template Definition: Displays the datasheet for the current RCM FMEA
Template record. This link is available for ALL template types.
 Manage Team: Displays the FMEA Team Members page, where you can
create and manage Human Resource records for an FMEA Analysis
Template.
Note: This link appears only when you are working with a template
whose root node is an Analysis node.
 Risk Assessment: Displays the Risk Assessment feature. This link is

enabled only when:
 If a Failure Effect node is selected in the tree.
 If a Recommendation node is selected in the tree and a value has

been selected for at least one Category in the corresponding
unmitigated Risk Assessment.

User Instructions
This link does not appear when you are working with a template whose
root node is a Recommendation node.
 Run Decision Logic: Displays the Decision Logic Builder. This link is
enabled only when you select a Failure Effect node in the tree. This link
does not appear when you are working with a template whose root node
is a Recommendation node.
 Manage Templates: Displays the FMEA Templates page. By default, the

value in the Template Type query prompt is set to the Template Type of
the template you were previously viewing.
 Create Template: Displays the Template Builder, which you can use to
create a new FMEA Template from scratch.
Common Tasks Menu
The Common Tasks menu on the FMEA Template Explorer page contains links
that you can use to work with the analysis elements in the FMEA Template
Explorer pane. These links are hidden or disabled based on the node that is
selected in the tree.
The Common Tasks menu on the FMEA Template Explorer page contains the
following links:
 New <Node>: Where <Node> is the analysis element that you want to
create. The name of this link will change depending upon the
predecessor node that is selected in the tree. This link creates a new
record, whose type is indicated by the <Node> name and links it to the
selected predecessor node. For example, when you select an Asset node
in the FMEA Template Explorer pane, this link reads New Mode and lets

you create an RCM FMEA Failure Mode record and link it to the selected
Asset node.
 Save: Saves the currently selected record.
 Delete: Deletes the selected record and all its successor records from
the template and from the database.
 Cut: Removes the currently selected node and all its successor nodes
from the tree so that you can paste them in a different location. After
you have cut a node, the Paste option will appear on the shortcut menu
so that you can paste the node in a different location in the tree.
 Copy: Copies the selected node. After you have copied a node, the
Paste option will appear on the shortcut menu so that you can paste a
copy of that node in a different location in the tree. If the selected
template element has successor nodes, a prompt appears, asking if you
want to copy only the selected node or the selected node and all its
successor nodes.
 Paste: Pastes the cut or copied nodes in the selected location. Note that
this menu option appears only after you have copied or cut a node and if
you select a predecessor node that participates in a relationship with
the node that you want to paste.
 Print: Displays the Preview window. From the Preview window, you can
select print options and print the record.
 Help: Displays the context-sensitive Help topic for the FMEA Template
Explorer page.
Template Tasks Menu

User Instructions
The Template Tasks menu on the FMEA Template Explorer page contains the
following links:
 Save as Template: Displays a new RCM FMEA Template record in a new

window, from which you can create a new FMEA Template using the
currently selected node as the root node. This window facilitates the
creation of a new RCM FMEA Template.
 Load Template: Displays the Templates window, which displays a list

FMEA Templates that you can use for applying a new node to the
selected FMEA Template node. The list of FMEA Templates displayed in
the window is appropriate to the type of node that is currently selected.
<Node> Reports Menu
The <Node> Reports menu on the FMEA Template Explorer page displays the
reports associated with the node currently selected in the FMEA Template
Explorer pane. The name of the menu will change as appropriate, depending
on which node you select. For example, when you select the root-level analysis
node, the menu is labeled Analysis Reports and displays a list of reports
associated with the Analysis node, as shown in the preceding image.
Each template node has a related folder in the Catalog that is used to
determine which reports to display for which template component. This menu
appears only if reports exist in the Catalog folder associated with the selected
node.
Associated Pages Menu
The Associated Pages menu on the FMEA Template Explorer page displays
Associated Pages that have been configured via the URL Manager for the family
of the analysis node that is currently selected in the FMEA Template Explorer
pane.

Note: The Associated Pages menu will not be filtered based on the type of
template that you are viewing. Any Associated Page that you configured for a
family that is used by both RCM and FMEA Templates will appear when you are
viewing an RCM Template and when you are viewing an FMEA Template.
The FMEA Team Member Page for FMEA Templates
Accessing the FMEA Team Members Page for an FMEA

Template
To access the FMEA Team Members Page for an FMEA Template:
1. Open an existing FMEA Template on the FMEA Template Explorer page.
2. On the Analysis Tasks menu, click the Manage Team link.
The FMEA Team Members page appears, displaying a list of Human

Resource records that have been defined for the associated FMEA
Template.

User Instructions
About the FMEA Team Members Page for FMEA Templates
The FMEA Team Members page for FMEA Templates contains a grid that
displays a list of all the Human Resource records that make up the FMEA
Analysis Team. Each row in the grid represents one Human Resource record.
For each record in the grid, the following information is displayed:
 Record ID: The Record ID of the Human Resource record.
 Last Name: The value stored in the Last Name field in the Human
Resource record.
The FMEA Team Members page also contains the following task menus:
Analysis Tasks, Team Members Tasks, and Common Tasks.
From the FMEA Team Members page, you can:
 Add team members using existing Human Resource records.
 Add team members by creating new Human Resource records.
 Modify information about a team member.
 Remove team members from the FMEA Analysis Team.
Task Menus
Analysis Tasks Menu
The Analysis Tasks menu on the FMEA Team Members page contains the
following links:
 Template Definition: Displays the RCM FMEA Template record

associated with the current FMEA Template.

 View in Explorer: Displays the current FMEA Template on the FMEA

Template Explorer page.
 Create Template: Displays the Template Builder, which you can use to
create a new FMEA Template from scratch.
Team Member Tasks Menu
The Team Members Tasks menu on the FMEA Team Members page contains
 Create New: Displays the Create New Team Member dialog box, where
you can create a new Human Resource record and add that person to the
FMEA Analysis Team.
 Add Existing: Displays the Find a Human Resource dialog box, where
you can search for existing Human Resource records to add to the FMEA
Analysis Team.
 Edit: Displays the Edit Team Member dialog box, where you can modify
the information stored in the selected Human Resource record.
 Remove: After asking for confirmation, removes the selected Human

Resource record from the FMEA Analysis Team. Note that this does not
delete the Human Resource record from the database.
Common Tasks Menu

User Instructions
The Common Tasks menu on the FMEA Team Members page contains the
following links:
 Help: Displays the context-sensitive Help topic for the FMEA Team
Members page for FMEA Templates.
FMEA Reports
Introduction to FMEA Reports
Meridium APM supports two types of reports in FMEA:
 Reports that are generic and apply to any analysis.
 Reports that apply to a specific analysis or analysis node.
FMEA relies upon the Catalog folder structure to determine which reports
appear where throughout the FMEA interface. Each analysis element has a
corresponding Catalog folder. When you are viewing that analysis element, the
reports stored in that Catalog folder will be available.
For example, when you are viewing an FMEA Analysis on the FMEA Explorer
page and you select a Failure Effect node, the Effect Reports menu will display
a list of reports stored in the following Catalog folder:
\\Public\Meridium\Modules\FMEA\Effect.
In addition, the Catalog contains a generic folder for storing reports that
appear on the FMEA Reports page and will apply to any analysis.

Running the FMEA Reports
About Running Reports in FMEA
The baseline FMEA product contains a set of pre-configured FMEA reports that
you can run when you are viewing an FMEA Analysis on the FMEA Explorer
page. In addition, by creating your own custom reports and storing them in the
appropriate folder in the Catalog, you will be able to access and view reports
associated with given analysis node. In addition, the baseline FMEA product
contains a Catalog folder for storing generic FMEA reports, which can be
accessed easily from the FMEA Start Page.
When you view an FMEA report, the Meridium APM system will run the report
and open it on the Report Viewer page, where all the standard report
functionality will be available to you.
Running Generic FMEA Reports
Accessing the FMEA Reports Page
The FMEA Reports page displays a list of generic reports that have been
configured for use with FMEA. Generic FMEA reports should be stored in the
following Catalog folder: \\Public\Meridium\Modules\FMEA. The FMEA Reports
page will display any report stored in that folder.
The FMEA Reports page displays the caption of the report as it exists in the
Catalog. Therefore, when saving reports to the folder
\\Public\Meridium\Modules\FMEA, you will want to make sure that you use
captions that are descriptive enough to identify the purpose of the report to
other users.
Note: The baseline FMEA implementation does not include any reports that will
appear on the FMEA Reports page. By default, the baseline FMEA product
contains one baseline report in the folder \\Public\Meridium\Modules\FMEA:
FMEA AnalysisTeamSubReport. Because this report is a sub-report of the FMEA
Analysis Description report, it is automatically filtered out of the reports list
and not displayed on the FMEA Reports page. Any other report that you store
in the folder \\Public\Meridium\Modules\FMEA will, however, appear on this
page.

User Instructions
To access the FMEA Reports page:
 On the FMEA Start Page, click the Run Reports link.
The FMEA Reports page appears.
Opening a Report
The FMEA Reports page displays a list of reports that are stored in the
following Catalog folder: \\Public\Meridium\Modules\FMEA. Each report caption
appears as a hyperlink.
To run a report that appears in the list on the FMEA Reports page:
 Click any hyperlinked report caption.
The results of the report appear on the Report Viewer page.
Running Reports Specific to an Analysis or Analysis Element
Reports that have been defined for the root-level Analysis node or for a specific
analysis element and stored in the correct folder in the Catalog will appear
when you are viewing an analysis or analysis element on the FMEA Explorer
page.
For example, when you are viewing an FMEA Analysis on the FMEA Explorer
page and you select a Failure Effect node, the Effect Reports menu will display
a list of reports that are stored in the following Catalog folder:
\\Public\Meridium\Modules\FMEA\Effect. In addition, you can right-click any
analysis node in the FMEA Explorer pane and access a shortcut menu which
will also display a list of reports that have been configured for that node.

To run an FMEA report:
 From any of these menus, click the name of the desired report.
The results of the report appear on the Report Viewer page. .
FMEA Recommendations
About Managing FMEA Recommendations
You can access Recommendation Management and work with RCM FMEA
Recommendation records via the Analysis Tasks menu on the FMEA Explorer
page.
When you access Recommendation Management via FMEA, additional options

are available for working with RCM FMEA Recommendation records.
Managing FMEA Recommendations Via

Recommendation Management
Accessing Recommendation Management from the FMEA

Explorer Page
To review FMEA Recommendations and manage them in Recommendation

Management:
1. Access the FMEA Explorer page.
2. On the Analysis Tasks menu, click the Review Recommendations link.
The Recommendation Management page appears, displaying a list of

RCM FMEA Recommendation records that exist for the current analysis.

User Instructions
Features of the Recommendation Management Page when

Accessed from FMEA
When you access Recommendation Management from an FMEA Analysis, the

Recommendation Management page contains features in addition to those
that are available when you access the Recommendation Management page
directly.
This page is divided in the following sections:
 Recommendation Management workspace: Contains a grid that displays

the Recommendation records that are linked to the equipment and
locations that are associated with the current FMEA Analysis.
 Task menus: The following task menus are available: Recommendation

Tasks menu, Asset Tasks menu, Common Tasks menu, and Associated
Pages menu.
Additionally, when you access the Recommendation Management page from

FMEA, a site map appears at the top of the page and allows you to navigate
back to the source analysis.
The following image shows an example of the Recommendation Management

page when accessed from FMEA.

Asset Tasks Menu
The Asset Tasks menu is available when you access Recommendation

Management from FMEA.
The Asset Tasks menu on the Recommendation Management page contains

 Promote to Strategy: Promotes to an Asset Strategy all the RCM FMEA

Asset, Equipment, or Functional Location records that are linked to the
RCM FMEA Recommendation records in the grid. This link is enabled only
if the RCM FMEA Recommendation records are linked to a record
representing a piece of equipment or location.

User Instructions
 Promote to Template: Promotes to an Asset Strategy Template the RCM

FMEA Asset record that is linked to the selected RCM FMEA
Recommendation record. This link is enabled only if the selected RCM
FMEA Recommendation record is linked to an RCM FMEA Asset record.
Viewing Master Recommendations from Consolidated

Recommendations
If you have consolidated FMEA Recommendation records to create a master
FMEA Recommendation record, while you are viewing one of those consolidated
Recommendation records on the FMEA Explorer page, you can access the
master Recommendation.
The following instructions assume that you are already viewing a consolidated
FMEA Recommendation record on the FMEA Explorer page (i.e., the state of
the Recommendation record is Consolidated).
You can determine the current state of the selected Recommendation record
from the visual indicator above the datasheet toolbar, as outlined in red in the
following image.
To view a master Recommendation record from a consolidated

Recommendation record:
 On the FMEA Explorer page, on the Analysis Tasks menu, click the
View Master Recommendation link.
The View Master Recommendation window appears, displaying the

datasheet of the master Recommendation record.

Setting up Evaluations
About Evaluations
After you create an FMEA Analysis, you can define criteria for evaluating the
whole analysis or parts of the analysis in the future. Specifically, you can
define criteria for evaluating:
 The entire analysis.
 Any equipment or locations that are included in the analysis.
 Any recommendations that are included in the analysis.

User Instructions
The evaluation feature allows you to be notified, or to notify someone else,

when certain conditions are met. You can create two types of evaluations:
 A date-based evaluation, where email messages are sent on a one-time

or recurring basis and are triggered when the current date and time
match the date and time specified in the evaluation criteria.
 An event-based evaluation, where email messages are sent when a piece

of equipment or location meets the failure cost and/or count criteria
specified for the evaluation.
If you want to evaluate an entire analysis, you can configure only a date-based
evaluation.
If you want to evaluate equipment, locations, or recommendations that are

included in an analysis, you can configure a date-based evaluation, an event-
based evaluation, or both types of evaluations for each piece of equipment or
location or recommendation.
After evaluation criteria exists and the RCM/FMEA Evaluation scheduled item is
created via the Meridium APM Schedule Manager, the scheduled item will be
executed on the Next Evaluation Date that is specified in the scheduled item.
When it is executed, the Meridium APM system will determine whether or not
an email message should be sent based on the existing evaluation criteria.
Note that evaluation criteria defined is stored in the associated record itself.
For example, if you define evaluation criteria for an analysis, the criteria is
stored in the RCM FMEA Analysis record. The facility for defining date-based
evaluation criteria is essentially a user interface that will guide you in
populating fields in the associated record. Note that the values that appear on
the datasheet can be modified via the datasheet itself, provided that you have
the appropriate permissions. To ensure that you enter all the values necessary
for setting up valid evaluations, however, we recommend that you use the
evaluation interface instead of the datasheet.
Types of Evaluations
About Analysis Evaluations
After you create an FMEA Analysis, you can define criteria for evaluating the
analysis in the future to determine:

 How valid the original analysis was.
 Whether the analysis needs to be modified.
For each analysis, you can create a date-based evaluation, where email
messages are sent on a one-time or recurring basis and are triggered when the
current date and time match the date and time specified in the evaluation
criteria.
When an email message is sent, it will contain the following information:
 The description of the FMEA Analysis for which the evaluation was
configured, as it is stored in the Analysis Short Description field in the
RCM FMEA Analysis record.
 A statement indicating that the specified analysis needs to be reviewed.
 A hyperlink that will open on the FMEA Explorer page the FMEA Analysis
that needs to be reviewed.
About Equipment/Location Evaluations
After you add equipment and locations to an FMEA Analysis, you can define
criteria for evaluating each piece of equipment or location in the future to
determine the status of the piece of equipment or location and its failures.
Note that the piece of equipment or location can be represented by either an
RCM FMEA Asset record itself or a related Equipment or Functional Location
record, depending on whether or not the RCM FMEA Asset record has been
linked to an Equipment or Functional Location record.
Two types of evaluations can be created for each piece of equipment or

location:

 An event-based evaluation, where email messages are sent when the

piece of equipment or location meets the failure cost and/or count
criteria specified for the evaluation.

User Instructions
Note: Configuring an event-based evaluation at an equipment/location

level results in the same functionality as configuring an event-based
evaluation at the recommendation level for the piece of equipment or
location that is related to that recommendation. Both options will use
the Evaluation Query to evaluate failures for that piece of equipment or
location. The only difference you will see is in the text of the email
message that is sent. If you set it up at the equipment/location level,
the message will indicate that the piece of equipment or location needs
to be reviewed. If you set up the evaluation at the recommendation
level, the message will indicate that the recommendation needs to be
reviewed. It is up to you to determine if you want to create the event-
based evaluation at the equipment/location level or the
recommendation level. Your decision will probably depend on whether
you want the email recipients to evaluate the entire piece of equipment
or location or the specific recommendation.
When a message is sent, it will contain the following information:
 The ID of the RCM FMEA Asset record that identifies the piece of
equipment or location for which the evaluation was configured.
 A statement indicating that the specified piece of equipment or location

needs to be reviewed.
to which the specified piece of equipment or location belongs.
Note that the content for date-based and event-based evaluation email is the
same and cannot be customized.
About Recommendation Evaluations
After you create Recommendation records for an FMEA Analysis, you can define
criteria for evaluating each recommendation in the future to determine:
 How valid the original recommendation was.
 Whether the recommendation needs to be modified.
 Whether additional recommendations should be created based on the

validity of a given recommendation.

Two types of evaluations can be created for each recommendation:

 An event-based evaluation, where email messages are sent when the

piece of equipment or location related to the recommendation meets
the failure cost and/or count criteria specified for the evaluation.
Note: Configuring an event-based evaluation at a recommendation level

results in the same functionality as configuring an event-based
evaluation at the equipment/location level for the piece of equipment
or location that is related to that recommendation. Both options will use
the Evaluation Query to evaluate failures for that piece of equipment or
location. The only difference you will see is in the text of the email
message that is sent. If you set up the evaluation at the
recommendation level, the message will indicate that the
recommendation needs to be reviewed. If you set it up at the
equipment/location level, the message will indicate that the piece of
equipment or location needs to be reviewed. It is up to you to
determine if you want to create the event-based evaluation at the
recommendation level or the equipment/location level. Your decision
will probably depend on whether you want the email recipients to
evaluate the specific recommendation or the entire piece of equipment
or location.
When a message is sent, it will contain the following information:
 The ID of the RCM FMEA Recommendation record for which the

evaluation was configured.
 A statement indicating that the specified recommendation needs to be

reviewed.
to which the specified Recommendation record belongs.
Note that the content for date-based and event-based evaluation email is the
same and cannot be customized.

User Instructions
Defining Evaluation Criteria
Date-Based Evaluations
About Date-Based Evaluations
A date-based evaluation is an evaluation that triggers an email message to be

sent one time or on a recurring basis, according to the schedule that you
define. With date-based evaluations, the only criteria that must be defined are
date and time. Therefore, you can set up date-based evaluations if you want to
review an analysis, piece of equipment or location, or recommendation on a
specific date or on a specific schedule.
When you create a date-based evaluations, you define a Next Evaluation Date.
When the RCM/FMEA Evaluation scheduled item is executed, an email message
will be generated for every item whose date-based criteria indicates that it is
due for evaluation.
If you set up date-based evaluation criteria to generate a one-time evaluation

email message, after the message has been sent, no additional messages will
be sent. For example, suppose you configure a one-time date-based evaluation
for an FMEA Analysis and enter a Next Evaluation Date of 5/15/2010. If the
RCM/FMEA Evaluation scheduled item is executed on 5/14/2010, a message will
not be sent. If, however, the scheduled item is executed on 5/15/2010, a
message will be sent. If the scheduled item is executed again a day later on
5/16/2010, another message will not be sent.
Note: After a message for a one-time date-based evaluation is sent, the

evaluation criteria will continue to be stored in the record, but no additional
messages will be sent. To re-enable the evaluation and send a new message,
you must modify the evaluation criteria in some way.
You can also specify that you want to evaluate an analysis, piece of equipment
or location, or recommendation on a recurring schedule. For recurring, date-
based evaluations, after the scheduled item is executed the first time, the
Next Evaluation Date is updated in both the record (e.g., RCM FMEA Analysis
record) and in the scheduled item, according to the interval that you define.
The scheduled item is then executed on the next evaluation date, after which
the Next Evaluation Date is updated again, and so on, indefinitely or until you
disable evaluations.

For example, you may want to implement a policy such that all
recommendations should be reviewed six months after they are created. In this
case, a one-time, date-based evaluation would be appropriate. Or you may
want recommendations to be reviewed once every year, in which case you
would use a recurring, date-based evaluation. Regardless of the desired
schedule, as long as date and time are the only criteria that must be met, you
can set up a date-based evaluation.
Setting Up a Date-Based Evaluation
A date-based evaluation is an evaluation that will be sent one time or on a

recurring basis, according to the schedule that you define. In date-based
evaluations, the only criteria that must be met are date and time. Therefore,
you can set up date-based evaluations if you want to review an analysis, piece
of equipment or location, or recommendation on a specific date or on a
specific schedule. For example, you may want to implement a policy that all
recommendations should be reviewed six months after they are created. Or you
may want recommendations to be reviewed once every year. Regardless of the
desired schedule, as long as date and time are the only criteria that must be
met, you can set up a date-based evaluation.
To set up a date-based evaluation:
1. Open the desired analysis.
2. Expand the analysis hierarchy until you find the node for which you want
to set up evaluation criteria.
3. Select the node, and then on the Analysis Tasks menu, click the Set Up
Evaluation link.
The Set Up <Node> Evaluation dialog box appears, where <Node> is the
type of node that is currently selected in the FMEA Explorer pane.

User Instructions
4. Select the Date-based evaluation check box.
The Date-Based Evaluation dialog box appears.
5. In the Next evaluation date text box, type the next date for the
evaluation to occur. Note that:
 If you are defining criteria for a one-time, date-based evaluation,

the Next evaluation date represents the one-and-only date and
time that the evaluation email message will be sent.
 If you are defining criteria for a recurring evaluation, the Next

evaluation date represents the first date and time that the
evaluation email message will be sent. Subsequent email
messages will be sent at intervals defined in the Every fields.

Each time an evaluation email message is sent, the Next

evaluation date will be incrementally updated according to the
specified interval. The updated value can be viewed on the
Evaluation tab of the FMEA Recommendation datasheet and on
the Date-based Evaluation dialog box. The time, however, will
always be the same as what you first set in the Next evaluation
date field.
6. If you want the evaluation to be performed on a recurring basis:
a. Select the Perform this evaluation on a recurring basis check box.

Doing so will enable the Every fields.
b. In the Every text box, type a value representing the interval on which
the re-evaluation should occur.
c. In the list to the right of the text box, select a unit of time (Days,
Weeks, Months, or Years) to define the specified interval.
For example, if you type 6 and select Months, the evaluation

email message will be sent first on the Next evaluation date and
then every six months after that.
7. In the Notify text box, type the email address to which the evaluation
email should be sent. You must supply a valid email address in order to
set up a functional evaluations.
Note: If you are defining both date-based and event-based evaluation

criteria, the email address for both must be the same. This is because
the record contains one email address field that is used by both
evaluation types. For this same reason, if you have already defined
event-based evaluation criteria for an item, the email address that you
specified for the event-based evaluation will appear in the Notify field
on the Date-based evaluation dialog box.
8. Click OK.
The evaluation criteria are saved, and the Date-based Evaluation dialog
box closes. Note that the Date-based evaluation check box is selected
on the Set Up Recommendation dialog box, indicating that date-based
criteria have been defined.
9. Click OK to close the Set Up <Node> Evaluation dialog box.

User Instructions
-or-
Select the Event-based evaluation check box to define event-based

evaluation criteria.
Event-Based Evaluations
About Event-Based Evaluations
If your FMEA system has been properly configured and your FMEA Analysis
contains all the necessary components, it will contain RCM FMEA Asset nodes
that are linked to Equipment or Functional Location records, and each
Recommendation record will be associated with a specific piece of equipment
or location. By setting up event-based evaluation criteria, you can configure
the Meridium APM system to send evaluation email based on the failure data
that is associated with that piece of equipment or location. Specifically, event-
based evaluations let you specify that when a given piece of equipment or
location exceeds a certain number of failures or a certain failure cost, an email
message should be sent to the specified person.
Event-based evaluation scheduled items are executed for the first time on the
Starting from date, which you define when you set up the event-based
evaluation. After that, they will be executed daily, at the time specified in the
Starting from field. Each time the Meridium APM system runs an event-based
evaluation scheduled item, it executes the Evaluation query and sends an email
message only if the Count and Cost returned by the query are greater than the
count and cost defined in the event-based evaluation criteria.
Setting Up an Event-Based Evaluation
If your FMEA system has been properly configured and your FMEA Analysis
contains all the necessary components, it will contain RCM FMEA Asset records
(which can be linked to Equipment and Functional Location records), and each
Recommendation record will be associated with a specific piece of equipment
or location. By setting up event-based evaluation criteria, you can configure
the Meridium APM system to send evaluation email based on the failure data
that is associated with a piece of equipment or location. Specifically, event-
based evaluations let you specify that when a given piece of equipment or
location exceeds a certain number of failures or a certain failure cost, and
email message should be sent to the specified person.

Note: For event-based evaluations to work properly, the Evaluation query must
first be created and defined. These instructions assume that the Evaluation
query has already been set up.
To defined event-based evaluation criteria:
2. Expand the analysis hierarchy until you find the RCM FMEA Asset node or
the Recommendation node for which you want to set up evaluation
criteria.
3. Select the desired node, and then on the Analysis Tasks menu, click the
Set Up Evaluation link.
type of node that is currently selected in the FMEA Explorer pane.
4. Select the Event-based evaluation check box.
The Event-Based Evaluation dialog appears.

User Instructions
5. If you want to send evaluation email based on the number of failures

that occur for a given piece of equipment or location, select the Failure
count greater than check box, and in the text box, type the number of
failures that must occur before an evaluation email message will be sent
to the email address specified in the Notify field.
Hint: Accept the default value of 0 (zero) if you want the first failure to
trigger an evaluation email message.
6. If you want to send evaluation email based on the total failure cost
associated with a piece of equipment or location, select the Failure cost
greater than check box, and in the text box, type a value representing
the failure cost that must be exceeded before an evaluation email
message will be sent.
Hint: Accept the default value of 0 (zero) if you want any failure cost to
trigger an evaluation email message.
7. In the Starting from box, type the date after which you want to start
counting failures and adding up failure costs. When the RCM/FMEA
Evaluation scheduled item is run, it will take into consideration only the
failures that occurred on this date and later.

Note: Unlike date-based evaluations, which are executed according to a

schedule that you define and will result in the generation of an email
message each time they are run, event-based evaluations are run for the
first time on the Starting from date. After that, they will be executed
daily, at the time specified in the Starting from field. Each time the
RCM/FMEA Evaluation scheduled item is run, it executes the Evaluation
Query and sends an email message only if the count and cost returned
by the query are greater than the count and cost defined in the event-
based evaluation criteria.
8. In the Notify text box, type the email address to which the evaluation
email message should be sent. While Meridium APM performs no
validation on this field, you must supply a valid email address in order to
set up a functional evaluation.
Note: If you are defining both date- and event-based evaluation criteria,
the email address for both has to be the same. This is because the
records contain one email address field that is used by both evaluation
types. For this same reason, if you have already defined date-based
evaluation criteria for a record, the email address that you specified for
the date-based evaluation will appear in the Notify field on the Event-
based evaluation dialog box.
9. Click OK.
The evaluation criteria are saved, and the Event-based Evaluation

dialog box closes. Note that the Event-based evaluation check box is
selected on the Set Up <Node> Evaluation dialog box, indicating that
event-based criteria have been defined.
10. Click OK to close the Set Up <Node> Evaluation dialog box.
-or-
Select the Date-based evaluation check box to define date-based

evaluation criteria.
Modifying Evaluation Criteria

You can use the following instructions to modify the date- or event-based
evaluation criteria that you have already defined.

User Instructions
To modify existing evaluation criteria:
2. Expand the analysis hierarchy until you find the node for which you want
to set up evaluation criteria.
3. Select the desired node, and on the appropriate Analysis Tasks menu,
click the Set Up Evaluation link.
type of node that is currently selected.
4. Click the Set Up button to the right of the criteria that you want to
modify.
5. The Date-based Evaluation or Event-based Evaluation dialog box

appears, as appropriate.
6. Modify the criteria, as desired.
Note: Keep in mind that if both types of criteria are set, modifying the
email address for one will also modify the email address for the other.
Note also that modifying the email address may re-trigger one-time,
date-based evaluations that have already been executed.
7. When you are finished modifying the criteria, click OK to save your
changes.
Disabling Recurring Evaluations

After you define evaluation criteria for a analysis, piece of equipment or
location, or recommendation, the criteria will continue to be stored in the
corresponding record until you clear the values manually. The criteria will
continue to trigger evaluation email only as long as the evaluations are
enabled. To disable evaluations, simply clear the check boxes on the Set Up
<Node> Evaluation dialog box appears, where <Node> is the type of node that
is currently selected in the FMEA Explorer pane.
While this will not clear the evaluation criteria, it will discontinue the
evaluation email.

Reference Information
Catalog Folder Structure

About the Catalog Folder Structure for FMEA Reports
FMEA uses the Catalog folder structure to determine which reports to display
where throughout the FMEA interface. You will need to understand how the
folder structure is used in order to interpret the reports that appear when you
are viewing an analysis and to know where to store custom reports, depending
on where you want them to be available.
The following table provides a list and description of the FMEA folders that
exist by default in the Catalog.
Folder Contents
\\Public\Meridium\Modules\FMEA Used to store generic

reports related to FMEA
Analyses. The reports
stored in this folder will
appear on the FMEA
Reports page.
\\Public\Meridium\Modules\FMEA\Analysis Used to store reports
related to the FMEA
Analysis node, which is
the root-level node in an
FMEA Analysis. These
reports appear on the
Analysis Reports menu
when you select the
Analysis node in the
FMEA Explorer pane.
Several baseline reports
are provided in this
folder.

Folder Contents
\\Public\Meridium\Modules\FMEA\Effect Used to store reports
related to the RCM
FMEA Effect records in
an FMEA Analysis.
These reports appear
on the Effect Reports
menu when you select
the Failure Effect node
in the FMEA Explorer
pane.
\\Public\Meridium\Modules\FMEA\Equipment Used to store reports

related to the RCM
FMEA Asset records in
an FMEA analysis.
\\Public\Meridium\Modules\FMEA\Mode Used to store reports

related to the RCM
FMEA Mode records in
an FMEA Analysis.
These reports appear
on the Mode Reports
menu when you select
the Failure Mode node
pane.
\\Public\Meridium\Modules\FMEA\Recommendation Used to store reports

related to the RCM
FMEA Recommendation
records in an FMEA
Analysis. These reports
appear on the
Recommendation
Reports menu when
you select the
Recommendation node
pane.

Folder Contents
\\Public\Meridium\Modules\FMEA\SSRS Used to store reports
that were used in a
previous release. This
Catalog folder and its
contents are not used
by the Meridium APM
product.
The Baseline FMEA Reports

By default, the baseline FMEA product contains a set of pre-configured reports
for use with FMEA. If desired, you can customize these reports or use them as
the basis for creating your own reports. The following table contains a list and
description of the baseline FMEA reports that are delivered with the baseline
FMEA product. Note that the Stored In column contains an abbreviated Catalog
path, where each of the folders listed is a subfolder within the Catalog folder
\\Public\Meridium\Modules.
In this table, the values listed in the Report column refer to the report names.
The baseline captions are the same as the names.
Note that the Catalog folder \\Baseline\Meridium\Modules contains subfolders

that match the folders listed in the table. These folders contain copies of the
reports that are delivered as baseline FMEA content. The items in the
\\Baseline folder cannot be modified and serve as a historical record of the
items that were delivered with the baseline product. The Meridium APM system
reads from the subfolders in the \\Public folder, so the reports in the Baseline
folder are not actually used. The \\Baseline folder will be updated with any
changes made to the baseline content in future releases.
Note: Because these reports provide a formatted view of the information

stored in your analyses, for them to work properly, your analyses must contain
accurate, complete data. In addition, note that for complex analyses, the
reports may span multiple pages.

Report Stored In Behavior and Usage
FMEA Analysis Description FMEA\Analysis Provides an overview of the

analysis, including the analysis
name, analysis description, and a
list of the team members and
equipment and locations that are
associated with the analysis.
This report contains three sections

of information:
 The report header, which
contains identifying
information about the analysis.
 The Associated Assets section,
which contains a list of all the
equipment and locations that
are associated with the
Analysis, grouped by equipment
or location type.
 The Team Member section,
which contains a list of analysis
team members that is
generated by the report FMEA
AnalysisTeamSubReport, sorted
by last name, first name,and
then middle initial.
FMEA FMEA Used by the report FMEA Analysis
AnalysisTeamSubReport Description report to insert a list of
team members involved in the
analysis. Note that although this
report is stored in the folder
\\Public\Meridium\Modules\FMEA,
the Meridium APM system is hard
coded not to display this report on
the FMEA Reports page.
FMEA FMEA\Analysis Provides details of the functions,
FailureModeEffectsAnalysis functional failures, failure modes,
and failure effects associated with
a given FMEA Analysis.

Report Stored In Behavior and Usage
FMEA Recommendations FMEA\Analysis Provides details about each

recommendation for all the failure
modes in the analysis. Additional,
related information such as
Consequence and calculated
Ranking are also included in the
report to provide context for
reviewing recommendations.
Failure Finding Activity

When you define an FMEA recommendation and specify the Action Type as
Failure Finding, you can use the Failure Finding Activity cells, shown in the
following image, to calculate the failure finding task interval (FFI).
The following equation is used to calculate FFI:
FFI = MTIVE x [(n + 1)(MTED)/MMF]1/n

Note that the information used for the FFI calculation is based upon the
concepts in SAE Standard JA1012, "A Guide to the Reliability-Centered
Maintenance (RCM) Standard." The process and terminology used in the FFI
calculation are described in more detail in this standards document. To use the
Failure Finding Activity cells effectively, you will need to be familiar with this
standard.
In addition, the FFI calculation is based upon information in the book

"Reliability-Centered Maintenance" by John Moubray.
The following table describes the Failure Finding Activity cells in the Meridium
APM Framework.
Cell Description
MMF Stores the mean time between multiple failures.

For example, a 1 in 1,000,000 probability of a multiple failure in one year
implies a mean time between failures of 1,000,000 years.
The probability of multiple failures occurring in any one year is 1/MMF.
MTIVE Stores the mean time between failures of the protective device.
MTED Stores the mean time between failures of the protected function.
For example, if the demand rate of the protected function is once in 200
years, this equals a probability of failure for the protected function of 1 in
200 in any one year, or a mean time between failures of the
protected function of 200 years.
The probability of failure of the protected function in any one year is
1/MTED.
n The number of protective devices.
System Code Tables Used by FMEA

The following System Code Table is used by FMEA.

Table ID Table Function

Description
SC_RECOM_RESOURCE Recommended Use to populate the Recommended

Resource Resource list in RCM FMEA
URLs
URL Paths for FMEA Features
The following table lists and describes the paths for accessing features in
FMEA. Note that to construct a valid URL, you must prepend meridium:// to
the paths listed in the following table. In some cases, you must define
parameters after the path in order to create a functional link.
Note that there is one root address only for each RCM or FMEA feature, and the
root address accepts parameters that let you determine whether the feature
will be specific to RCM or FMEA. If you do not specify a parameter where a
parameter is accepted, the root address will launch the feature for RCM and
not FMEA. To launch the feature for FMEA, you must expand the root address
by adding parameters.
Feature URL Path Description
Start Page RCM Serves as the root address for accessing the
FMEA Start Page. This path accepts one
parameter.
Administration RCM/Admin Serves as the root address for accessing the
Page FMEA Administration page. This path
accepts one parameter.
Manage Tasks RCM/Approver Serves as the root address for accessing the
Page FMEA Manage Tasks page. This path accepts
one parameter.
Analysis List RCM/Find Opens the FMEA Analysis List page, from
which you can open an existing analysis. This
path accepts one parameter.
Recent RCM/Recent Opens the FMEA Recently Used Analyses
Analyses page, from which you can open an existing
analysis. This path accepts one parameter.

Feature URL Path Description
Templates RCM/Templates Opens the FMEA Templates page, where you

can use templates to create a new analysis
or analysis node. In addition to the Type
parameter, this path accepts parameters
that let you customize the URL.
Reports RCM/Report Displays the FMEA Reports page, where you
can view a list of reports that have been
configured for FMEA. This path accepts one
parameter.
Team RCM/List Displays the FMEA Team Members page.
Members This path accepts multiple parameters.
Explorer RCM/Explorer Serves as the path for accessing the FMEA
Explorer page. In addition to the Type
parameter, the path requires parameters
which allow you to create a new analysis or
load an existing analysis.
Start Page URLs
Parameters for the Start Page URL
The URL for accessing the FMEA Start Page is meridium://RCM. A link
constructed from this path with no parameters will display the RCM Start Page.
The path accepts one parameter that lets you modify the URL to access the
FMEA Start Page.
Parameter Description Accepted

Name Value(s)
Type Specifies that you want to display the FMEA FMEA

Start Page.
Examples of the Start Page URL
 meridium://RCM?Type=FMEA
Displays the FMEA Start Page.

Administration Page URLs
Parameters for the Administration Page URL
The URL for accessing the FMEA Administration page is

meridium://RCM/Admin. A link constructed from this path with no parameters
will display the RCM Administration page. The path accepts one parameter
that lets you modify the URL to access the FMEA Administration page.

Name Value(s)

Administration page.
Examples of the Administration Page URL
 meridium://RCM/Admin?Type=FMEA
Displays the FMEA Administration page.
Manage Tasks URLs
Parameters for the Manage Tasks URL
The base URL for the FMEA Manage Tasks page is meridium://RCM/Approver.
A link constructed from the base URL with no parameters will display the RCM
Manage Tasks page. You must use the parameters described in the following
table to access the FMEA Manage Tasks page.

Name Value(s)

Manage Tasks page.

Examples of the Manage Tasks URL
 meridium://RCM/Approver?Type=FMEA
Opens the FMEA Manage Tasks page, which displays a list of FMEA
Analyses that have associated Task records.
Analysis List URLs
Parameters for the Analysis List URL
The URL for accessing the FMEA Analysis List page is meridium://RCM/Find. A
link constructed from this path with no parameters will display the RCM
Analysis List page. The path accepts one parameter that lets you modify the
URL to access the FMEA Analysis List page.

Name Value(s)

Analysis List page.
Examples of the Analysis List URL
 meridium://RCM/Find?Type=FMEA
Displays the FMEA Analysis List page, from which you can open an
existing FMEA Analysis in the FMEA Explorer.
Recently Used Analyses URLs
Parameters for the Recently Used Analyses URL
The URL for accessing the FMEA Recently Used Analyses page is
meridium://RCM/Recent. A link constructed from this path with no parameters
will display the RCM Recently Used Analyses page. The path accepts one
parameter that lets you modify the URL to access the FMEA Recently Used
Analyses page.


Name Value(s)

Recently Used Analyses page.
Examples of the Recently Used Analyses URL
 meridium://RCM/Recent?Type=FMEA
Displays the FMEA Recently Used Analyses page, where you can open
an existing analysis in the FMEA Explorer.
Template URLs
Parameters for the Templates URL
The URL for accessing the FMEA Templates page is

meridium://RCM/Templates. A link constructed from this path with no
parameters will display the RCM Templates page. The path accepts the
following additional parameters that lets you access the FMEA Templates page
and modify the behavior of the URL.
Parameter Description Accepted Notes

Name Value(s)
AnalysisKey The Entity Key of A numeric This parameter is required

the analysis to Entity whenever you want to use a
which the entity Key. Template to create a new analysis
identified by the node. Whenever you specify the
SelectedKey SelectedKey parameter, you must
value is linked. also use the AnalysisKey
parameter, even if the AnalysisKey
and the SelectedKey are the same
value (i.e., if you are loading
templates to link to the analysis
node).


Name Value(s)
SelectedKey The Entity Key A This parameter is required
of the entity to numeric whenever you want to use a
which you want Entity Template to create a new
to link a new Key. analysis node. Whenever you
analysis node. specify the SelectedKey
parameter, you must also use
the AnalysisKey parameter.
Type Specifies that you FMEA None

want to display
the FMEA
Templates page.
Examples of the Templates URL
 meridium://RCM/Templates?Type=FMEA
Displays the FMEA Templates page. Note that accessing the FMEA
Templates page in this way is like accessing it from the FMEA Start
Page, where you can find analysis templates and use them to create a
new FMEA Analysis. Because the Context parameter has been omitted,
clicking a hyperlinked Template ID will load the analysis template on the
FMEA Explorer page.
 meridium://RCM/Templates?Type=FMEA&SelectedKey=1234567&Analy
sisKey=2345678
Opens the FMEA Templates page, where you can search for templates
that can be linked to the record identified by the key 1234567. For
example, if entity 1234567 is a Failure Mode record, you would want to
find Failure Effect Templates. From the list of Templates, you can click
a hyperlinked Template ID to open analysis 2345678 on the FMEA
Explorer page, where a new analysis node, based on the selected
template, will be linked to entity 1234567.

Report URLs
Parameters for the Reports URL
The URL for accessing the FMEA Reports page is meridium://RCM/Report. A

link constructed from this path with no parameters will display the RCM
Reports page. The path accepts one parameter that lets you modify the URL to
access the FMEA Reports page.

Name Value(s)

Reports page.
Examples of the Reports URL
 meridium://RCM/Report?Type=FMEA
Displays the FMEA Reports page, where you can view a list of reports
that have been configured for FMEA Analyses and are stored in the
Catalog folder \\Public\Meridium\Modules\FMEA.
Team Members URLs
Parameters for the Team Members URL
The base URL for accessing the FMEA Team Members pages is
meridium://RCM/List. This URL accepts the parameters described in the
following table. Note that a URL constructed from the path with NO parameters
is invalid.

Name Value(s)
Analysis Specifies the analysis The Entity This parameter must be used
for which you want Key of the in conjunction with the
to open the team desired ListType parameters.
member list. analysis.


Name Value(s)
ListType Lets you specify what Team This parameter should be

you want to set up used in conjunction with the
for a given analysis. Analysis parameter. These
parameter values are case
sensitive.
Examples of the Team Members URL
 meridium://RCM/List?Analysis=64251517623&ListType=Team
Opens the FMEA Team Members, where you can set up the Analysis
Team for the analysis with the Entity Key 64251517623.
Explorer URLs
Parameters for the Explorer URL
The URL for accessing the FMEA Explorer page is meridium://RCM/Explorer.

Note that the URL path alone is not a valid URL. Use the information in the
following table to choose parameters that will allow you to construct a
functional link.

Name Value(s)
DatasheetID Specifies the The Datasheet The Datasheet ID must

datasheet that ID of the correspond to a datasheet that
should be desired has been defined for the
displayed on the datasheet. specified family. If you omit
FMEA Explorer this parameter, the default
page. datasheet will be used. This
parameter is optional.


Name Value(s)
EntityKey Specifies the The numeric This parameter value should

Entity Key of the Entity Key of correspond to an entity
record that you the entity that belonging to the family
want to open on you want to identified by the FamilyKey
the FMEA open. parameter. This parameter is
Explorer page. required whenever you are
loading an existing analysis.
FamilyKey Specifies the The numeric This parameter specifies the

Family Key for Family Key of Family Key of each root
record(s) that you any family record. The Family Key that
want to open on involved in an you specify should correspond
the FMEA FMEA Analysis. to the EntityKey parameter
Explorer page. value. This parameter is
required whenever you are
loading an existing analysis.
Mode Used for creating Create This parameter is required

a new analysis. whenever you want to load a
new analysis on the FMEA
Explorer page.
Type Used for creating FMEA This parameter is required
a new FMEA whenever you want to create a
Analysis. new FMEA Analysis on the
FMEA Explorer page, as
specified by the Mode
parameter. You can omit this
parameter whenever you
specify the EntityKey and
FamilyKey parameters.
Examples of the Explorer URL
 meridium://RCM/Explorer?Mode=Create&Type=FMEA
Opens a new FMEA Analysis on the FMEA Explorer page.
 meridium://RCM/Explorer?EntityKey=1234567&FamilyKey=2345678
Opens the analysis with the Entity Key 1234567, which belongs to the
family with the Family Key 2345678. The analysis will be opened on the

RCM Explorer page if the Analysis Type in the record with the Entity Key
1234567 is RCM.
Glossary
Asset
In an FMEA Analysis, the equipment and locations that define what is being
analyzed.
Failure Effect
In an FMEA Analysis, the consequence of a failure occurring. Failure effects
might describe the safety, environmental, and economic (or production) impact
associated with a failure.
Failure Mode
In an FMEA Analysis, the way in which a piece of equipment or location failure
is likely to occur.
FMEA Analysis
A method of identifying the potential failures of equipment and locations,
describing the possible effect of each failure, and making recommendations for
actions that can be taken to prevent the failures from occurring. In Meridium
APM, an FMEA Analysis consists of the following components:
 Asset
 Failure Modes
 Failure Effects
 Recommendations

Recommendation
In an FMEA Analysis, the recommended action to take to avoid the risk defined
by the failure modes and failure effects. Recommendations can be determined,
in part, using the Decision Tree document that has been set up for use with
FMEA Analyses.
SAE Standards
Technical standards and recommended practices for the aerospace,
automotive, and commercial-vehicle industries published by SAE International.

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Failure Modes and Effect

This software/documentation contains proprietary information of Meridium, Inc.; it is provided

Meridium is a registered trademark of Meridium, Inc.

DOCUMENTATION CONVENTIONS _____________________________ 3

OVERVIEW OF FAILURE MODES AND EFFECTS ANALYSIS _____________________ 5

INSTALLATION, UPGRADE, AND CONFIGURATION________________ 23

FIRST-TIME DEPLOYMENT WORKFLOW _______________________________ 23

Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0 i

UPGRADE WORKFLOW _______________________________________________ 25

USER INSTRUCTIONS ______________________________________ 51

NAVIGATING FMEA ___________________________________________ 51

ii Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0

Accessing the FMEA Analysis List Page ______________________________ 54

Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0 iii

DEFINING EQUIPMENT AND LOCATIONS IN AN FMEA ANALYSIS ________________ 79

iv Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0

MODIFYING EXISTING FMEA TEMPLATES __________________________________ 116

Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0 v

About Analysis Evaluations _______________________________________ 139

REFERENCE INFORMATION ________________________________ 153

CATALOG FOLDER STRUCTURE ___________________________________ 153

vi Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0

Examples of the Templates URL __________________________________ 164

Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0 vii

Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0 1

Convention Description Example

Bold Identifies labels The Save As dialog box appears.

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Convention Description Example

[] Indicates that Type the following text:

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Overview of Failure Modes and Effects

Specifically, FMEA is a method of identifying the potential failures of

An FMEA Analysis can contain "virtual" equipment and locations, which

Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0 5

effects might describe the safety, environmental, and economic (or

 Recommendations: For each failure effect, one or more recommended

FMEA System Requirements

6 Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0

Overview of the FMEA Data Model

Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0 7

Records in this ...Can be ...Through Purpose

RCM FMEA Analysis Human Has RCM Facilitates the construction

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Records in this ...Can be ...Through Purpose

Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0 9

Records in this ...Can be ...Through Purpose

RCM FMEA Asset Has RCM FMEA Facilitates the creation of

10 Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0

Records in this ...Can be ...Through Purpose

RCM FMEA Has RCM FMEA Facilitates the creation of

RCM FMEA Has RCM FMEA Facilitates the creation of

RCM FMEA Mitigates Risk Allows you to determine how

 RCM FMEA Analysis

 RCM FMEA Asset

 RCM FMEA Failure Effect

 RCM FMEA Failure Mode

 RCM FMEA Recommendation

Illustrations of the FMEA Data Model

Confidential and Proprietary Information of Meridium, Inc. – V3.6.0.0.0 11